National Association of Estate Planners and Councils

53rd Annual NAEPC Advanced Estate Planning Strategies Conference
with Pre-Conference Sessions for Council Leaders

November 16-18, 2016
Phoenix / Scottsdale, Arizona


The NAEPC Advanced Estate Planning Strategies Conference is open to all estate planning professionals and provides:

Multi-disciplinary content provided by nationally-known presenters
Continuing education credit (up to 15 hours)
Networking with estate planners from around the country in a collegiate environment

The program includes one day for leaders of estate planning councils (Council Leadership Day, Wednesday, November 16th) and two full days of continuing education for every estate planning professional and discipline (Thursday, November 17th & Friday, November 18th).

Download the "Save the Date" brochure here!

Registration opens April 2016!

Speakers & Topics

Speakers and topics will be updated as they are confirmed.

The Wigwam, the Headquarters Hotel

NAEPC is delighted to host its 53rd Annual Conference at The Wigwam.  Originally built in 1918 as a gathering place for the Ohio-based executives of Goodyear Tire & Rubber who discovered the West Valley of Phoenix as a prime location to grow cotton for rubber production, this Phoenix resort has hosted some of the world’s most recognized public figures and sports legends and maintains a reputation as one of the Southwest’s landmark resort destinations. Today, The Wigwam continues to be a travel tradition for generations of families across the globe offering an entirely unique Arizona family resort experience where casual elegance meets historic charm.

The NAEPC room rate is $179 (single or double occupancy plus applicable taxes) plus a $6/night resort fee. The resort fee includes in-room internet and coffee, access to the fitness center, daily newspaper, and overnight self-parking, among other amenities. Overnight accommodations can be reserved beginning in April 2016.

Continuing Education Credit

The conference offers up to 15 hours of continuing education credit. 

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 Thursday, November 17, 2016 and Friday, November 18, 2016.  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 Thursday, November 17, 2016 and Friday, November 18, 2016 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 15 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!  Three thrilling programs will be planned for this year, additional details will be posted as they become available.

Sponsorship & Exhibitor Opportunities

NAEPC offers a unique and affordable opportunity to connect with members at the annual conference.  In addition, many of these attendees 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 - sign up to sponsor or exhibit now!

Questions about sponsoring or exhibiting may be directed to Ed Socorro
at or 312-600-5303.

Download the Sponsor & Exhibitor Prospectus and Past Attendee Statistics.

Save the Date

54th Annual NAEPC Advanced Estate Planning Strategies Conference
November 15-17, 2017
New Orleans, Louisiana - The Roosevelt New Orleans, a Waldorf Astoria Hotel

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