How to Access EPI 2024

Users can access EPI directly via this link: https://community.ceb.com/category/7/46th-estate-planning-institute-2024

1. Select Community from the upper-left menu
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2. Click on the 46th EPI 2024 Link
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How to Access a Session

1. Click on the Topic for the session
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2. Click the link to download the materials so that you have them at hand for the session
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3. Click the Zoom link
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4. Complete the registration screen when you are ready to enter the session's lobby, no more than 15m before the session starts.
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5. Once registration is completed, you will be let into the zoom conference for the session.

6. Once the Session has completed, use the link in the topic to provide feedback
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How to Record Your Attendance:

Your attendance is automatically recorded via Zoom's platform.

How to Obtain a Certificate

To track and report your hours to the State Bar of California, you can find links to the MCLE Certificate of Attendance and the Legal Specialist Certificates of Attendance for Taxation Law, and Estate Planning, Trust & Probate Law below.

Please fill out the registration form via the Zoom link for each panel to accurately record your attendance. This step is required by the State Bar of California and allows us to confirm your participation. Without this form, CEB cannot report your attendance.

You can download the certificate at https://assets.research.ceb.com/community/84153f9f-91b5-4444-8e5d-4cb731518a81.pdf.