Affiliate Types & Eligibility


Individuals that qualify must be a current member of one of the following:

1. At least one Synergy Summit Group

2. A State Bar

3. Licensed CPA in at least one state; and Must have earned one of the following credentials: CFP, CFA, AEP, ABV, CAP, CVA, CTFA, PFP, PFS, CMA, CIA, CFF, CFE, CGMA, MST, LL.M., or Board certified by a State Bar in Taxation of Estate Planning. First year fees are 50% off.


Educator Affiliate

Individual who teaches or has taught in either the law or accounting department of an accredited college or university.


Graduate Student Affiliate
A graduate student with a focus on accounting or law.

Undergraduate Student Affiliate

An undergraduate student with a focus on accounting or law.