National Association of Estate Planners and Councils

55th Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders

November 6-9, 2018 - Ft. Lauderdale, Florida

Speakers & Topics

The Conference Committee is hard at work crafting the schedule of events, which will include an additional half-day of continuing education this year!  Technical education sessions will begin the morning of Wednesday, November 7th and conclude near noon on Friday, November 9th.  

UPDATE!  Speakers and Topics will be announced soon!

Cost & Registration

Information coming soon.  Registration opens April 2018.

Want to be sure you receive the brochure when it's available?  Let us know!

We are grateful for the support of the
55th Annual NAEPC Advanced Esate Planning Strategies Conference sponsors & exhibitors, including:

Marriott Harbor Beach Resort & Spa

Breathe in the crisp ocean air and immerse yourself in the warmth of the Sunshine State at the Fort Lauderdale Marriott Harbor Beach Resort & Spa. Situated along a quarter-mile of private beach, the hotel provides tropical tranquility while also offering easy access to attractions including Las Olas Boulevard and Fort Lauderdale Airport. 

The NAEPC room rate is $249 single/double occupancy (exclusive of taxes and fees) with an optional resort fee of $25/night.  Complimentary guestroom internet is availble to Marriott Rewards members and all guests receive complimentary access to the fitness center.

Resort registration will open April 2018.

Continuing Education Credit

The conference offers up to 17 hours of continuing education credit.  Approvals began to arrive approximately 2 months prior to the conference and will continue to do so until just prior to the conference; status can be monitored on a special page that will be added to this website.  

The following credit will be requested in all states: insurance, legal, accounting, CFP®, CTFA and PACE (including one hour of ethics credit, where applicable) for Wednesday, November 7th, Thursday, November 8th and Friday, November 9th.  Individual states determine the total number and types of credits awarded.  Insurance, legal, and CFP® license numbers are required on-site in order to receive credit.  

Partial credit for this program is not available.  Insurance professionals must attend every session on Wednesday, November 7th, Thursday, November 8th and Friday, November 9th to receive credit.

The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417.  This program is recommended for a total of 17 specialized knowledge & applications credit hours. The Annual Conference is an advanced educational program. A CPA who devotes at least 35% of their practice to estate planning meets the prerequisite level of knowledge to attend the program. After attending, participants will be able to identify and implement advanced estate planning techniques that will improve professionalism and personal service to their clients.

Continuing education credit is administered by the Society of FSP.

Companion Program

The Conference Committee prides itself on choosing exciting companion programs for those who accompany Council Leadership Day and Educational Package registrants to the conference!  Check back for details on the 2018 programs.

Sponsorship & Exhibitor Opportunities

NAEPC offers a unique and affordable opportunity to connect with members at the annual conference, many of whom report back to their affiliated local estate planning council about their experience!  Don't miss your opportunity to participate in NAEPC's only national, face-to-face meeting each year.

Sponsorship opportunities are now available!  Download the prospectus in PDF format.  Past attendee statistics can be downloaded here. Questions about sponsoring or exhibiting may be directed to Ed Socorro at or 312-600-5303.

Interested in gaining more exposure to NAEPC members and councils? Consider becoming a Value Partner, NAEPCs member benefits program.  The list of over 40 partners provide member discounts for software related to estate planning; conferences, seminars, webinars and other educational opportunities; books, magazines and other publications related to estate planning; profession-specific information related to estate planning (example: software specific to attorneys); and programs and services appropriate for affiliated local estate planning council development (example: award pieces).  

Save the Date

56th Annual NAEPC Advanced Estate Planning Strategies Conference
November 5-8, 2019
Las Vegas, Nevada - The Cosmopolitan of Las Vegas

57th Annual NAEPC Advanced Estate Planning Strategies Conference
November 3-6, 2020
Ft. Lauderdale, Florida - Marriott Harbor Beach Resort & Spa

58th Annual NAEPC Advanced Estate Planning Strategies Conference
November 2-5, 2021
Las Vegas, Nevada - The Cosmopolitan of Las Vegas

Highlights from Prior Annual Conferences