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    "Our mission is to maintain a best-in-class library of thought leadership relevant to the estate planning community."

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    The Synergy Summit

    NAEPC is proud to be a part of The Synergy Summit, a unique organization whose delegates come from the leadership of the major legal, accounting, and financial service organizations in the country to study, educate, opine, and collaborate on appropriate issues of mutual interest. See complete details.

    National Conferences on Estate, Financial and Tax Planning, and Related Disciplines

    This list offers information on national programs sponsored by professional associations. While every effort is made to keep the list current and accurate, dates and locations are subject to change. Please visit the website for the hosting organization to verify program details.

    2017 Events

    10/12/17 - 10/13/17 39th Annual Duke Estate Planning Conference
    Durham, NC
    Duke School of Law
    10/15/17 - 10/17/17American Bankers Association Annual Convention
    Chicago, IL
    American Bankers Association
    10/15/17 - 10/17/17American Bankers Association Annual Convention
    Chicago, IL
    American Bankers Association
    10/18/17 - 10/21/17Top of the Table Annual Meeting
    Rancho Palos Verdes, CA
    Million Dollar Round Table
    10/18/17 - 10/21/17National Association of Personal Financial Advisors Fall Conference
    Orlando, FL
    National Association of Personal Financial Advisors
    10/19/17 - 10/22/17American College of Trust & Estate Counsel Fall Meeting
    Nashville, TN
    American College of Trust & Estate Counsel
    10/22/17 - 10/24/17LIMRA Annual Conference
    National Harbor, MD
    LIMRA
    10/23/17 - 10/27/17Southern Federal Tax Institute
    Atlanta, GA
    Southern Federal Tax Institute
    11/1/17 - 11/5/17American Association of Attorney - Fall Meeting & Education Conference
    Palm Springs, CA
    The American Academy of Attorney-CPAs
    11/13/17 - 11/14/17AICPA Sophisticated Tax Planning for Your Wealthy Clients
    Boston, MA
    American Institute of CPAs
    11/15/17 - 11/17/17NAELA Summit
    Newport Beach, CA
    National Academy of Elder Law Attorneys
    11/15/17 - 11/17/17 54th Annual NAEPC Advanced Estate Planning Strategies Conference
    New Orleans, LA
    National Association of Estate Planners & Councils
    11/16/17 - 11/18/17National Association of Independent Life Brokerage Agencies Annual Meeting
    Hollywood, FL
    National Association of Independent Life Brokerage Agencies

    2018 Events

    1/22/18 - 1/26/18Heckerling Institute on Estate Planning
    Orlando, FL
    University of Miami Law School

    If you would like to add a national program to this calendar, please email the event date(s), title and hosting organization website to admin@naepc.org.

    An expanded calendar of events is available on Steve Leimberg's website at www.leimbergservices.com.

    The opinions expressed by authors do not necessarily reflect those of the National Association of Estate Planners & Councils. We continue to source original articles for publication in The NAEPC Journal. If interested, contact us at editor@naepcjournal.org.

    ALL INFORMATION IN THIS WEBSITE AND THE JOURNAL IS PROVIDED “AS IS”, WITH NO GUARANTEE OF COMPLETENESS, ACCURACY, TIMELINESS OR OF THE RESULTS OBTAINED FROM THE USE OF THIS INFORMATION. ALL INFORMATION IN THIS WEBSITE AND THE JOURNAL IS WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO WARRANTIES OF PERFORMANCE, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. See complete disclaimer.

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    Edited by:


    Susan P. Rounds,
    JD, CPA, LL.M. (taxation), AEP®, TEP

    Published by:

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