Individuals that qualify must:
1.) Be member of at least one Synergy Summit Group; or
2.) Be a current member of a State Bar; or
3.) Be a currently licensed CPA in at least one state; and
Has earned one of the following credentials: CFP, CFA, AEP, ABV, CAP, CVA, CTFA, PFP, PFS, CMA, CIA, CFF, CFE, and CGMA, MST, LL.M., or Board certified by a State Bar in Taxation of Estate Planning.