National Association of Estate Planners and Councils

Regional Leadership Conference
Where leaders in the estate planning community connect.

The RegionalLeadership Conference is an event dedicated to the Estate Planning Councils within the NAEPC network and is specifically designed for volunteer leaders of local estate planning councils (e.g., vice president, secretary, etc.) and staff executives / administrators (paid staff).

The primary goal of the event is to strengthen local estate planning councils by:

  • Sharing successful practices and strategies
  • Helping councils learn proven strategies to grow membership, operate more effectively, and promote volunteer engagement
  • Building a network of leaders who support one another across the NAEPC community

NAEPC recommends that each council send at least one officer at the vice-president level or below and the executive/administrator of the council annually.  While many attendees are from the region of the event, leaders from across the country are welcome and encouraged to attend any event that fits their schedule.

2026 Schedule

June 2026
Anaheim, CA

August 2026
Philadelphia, PA

November 5, 2026
Regional Leadership Conference & Annual Awards Ceremony
Chicago, IL