National Association of Estate Planners and Councils


Read an important message about the 58th Annual NAEPC Advanced Estate Planning Strategies Conference from NAEPC President William D. Kirchick, JD, AEP®.

COLLABORATE    EDUCATE    CULTIVATE

58th Annual
NAEPC  Advanced Estate Planning Strategies
Virtual Conference

November 2 - 4, 2021

 

Who Should Attend?

The 58th Annual NAEPC Virtual Advanced Estate Planning Strategies Conference features nationally-recognized speakers on advanced topics of interest to allied professionals and provides opportunities for attendees to cultivate multi-disciplinary relationships while collaborating on cutting edge ideas and trends. The conference educational sessions are for every member of every estate planning council and all estate planning professionals.  

Schedule of Events

Tuesday, November 2, 2021 & Wednesday, November 3, 2021
11:00 am ET - 6:00 pm* ET

Thursday, November 4, 2021
11:00 am ET - 5:30 pm ET

Speakers, Topics, Full Schedule and More Information Coming Soon

*Special sponsored social events may take place the evenings of Tuesday & Wednesday.

Registration Cost and Cancellation Policy

Member Type Registration Fee
Accredited Estate Planner® Designee or
Estate Planning Law Specialist Certificant		 Complimentary
At-Large Member or Member of An Affiliated Local Council $95
Non-Members and Guests $250


The registration fee provides an "all access pass" so you can come and go as you please during the event, choosing sessions that are most meaningful to you and your practice and visiting with sponsors and exhibitors at a time that is convenient for your schedule. 

Registration is expected to open in June 2021.

Cancellation must be received in writing by Friday, October 29, 2021 to receive a refund.  Cancellations received on or after Saturday, October 30, 2021 are not refundable, but can be transferred to another individual.

Continuing Education Credit

Continuing education credit will be requested for Certified Financial Planner™ (CFP®) and Certified Trust and Financial Advisor* (CTFA) designees and will be available for Accredited Estate Planner® (AEP®) designees.  Credit and certificates of completion will be available only to those who attend the LIVE VIRTUAL conference general sessions and complete attendance verification requests if prompted. In addition, a certificate of completion will be available for those who are able to self-file, attend the LIVE program, and complete attendance verification requests if prompted.  

Approval status will be communicated on this page approximately two months prior to the conference.  

The 58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference will not be filed for state legal or insurance credit or accounting credit.  A certificate of completion will be available for those professionals within these disciplines who are able to self-file/report, attend the LIVE program, and complete attendance verification requests.  

We are grateful to all of the sponsoring and exhibiting firms that planned on supporting the 57th Annual Conference and that have decided to be with us for the 58th Annual Conference in Las Vegas, especially those at the Premier and Partner level of support.  We encourage you to familiarize yourself with and to continue to visit with these organizations throughout the year.

Premier Sponsor
              
 

Partner Sponsors

    



Sponsor & 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. 

The 2021 Sponsor & Exhibitor Prospectus will be posted soon.  In the interim, please direct questions about sponsoring or exhibiting to Ed Socorro at ESocorro@NAEPCmarketing.org or 312-600-5303.

Save the Date

59th Annual NAEPC Advanced Estate Planning Strategies Conference
November 15 - 18, 2022 - Fort Lauderdale, Florida 
Fort Lauderdale Marriott Harbor Beach Resort & Spa

Highlights from Prior Annual Conferences 

NAEPC Event Conduct Statement
The National Association of Estate Planners & Councils (NAEPC) is committed to providing all participants at our events with an inclusive and professional environment where they feel comfortable.  These events include, but are not limited to: educational conferences and supplemental activities or programs included as a part of these events; webinars; and virtual and in-person board and committee activities and meetings; or presentations before local councils or to other organizations when speaking on behalf of NAEPC.

Participants, who include attendees and their guests, volunteers, vendors, staff, and all others, are expected to conduct themselves in a manner that is welcoming, respectful and free from any form of discrimination, harassment, or retaliation.   Disruptive or harassing behavior of any kind will not be tolerated. Participants asked to stop such behavior are expected to comply immediately.