National Association of Estate Planners and Councils

59th Annual NAEPC 
Advanced Estate Planning Strategies Conference
with Pre-Conference Sessions for Council Leaders

November 15 - 18, 2022 - Ft. Lauderdale, Florida
Fort Lauderdale Marriott Harbor Beach Resort & Spa
 

COLLABORATE    EDUCATE    CULTIVATE

 


Add the Conference to Your Calendar


Who Should Attend?

The 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.  

Confirmed Presenters & Schedule of Events

April Caudill, JD, CLU®, ChFC®, AEP®
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
Ric Edelman
Elizabeth Forspan, JD
Christopher R. Hoyt, JD, AEP® (Distinguished)
Wendy S. Goffe, JD,  AEP® (Distinguished) & Kim Kamin, JD, AEP®
Abigail Rosen Earthman, JD, LL.M.
Meghan Gehr Hubbard, JD
Marianne M. Jennings, JD
Amy K. Kanyuk, JD & Melissa Langa, A.B., JD, LL.M. (taxation), AEP®
Jamie L. Mendelsohn & Jon B. Mendelsohn
Raymond C. Odom, JD, CFP®
Michael A. Perlmutter, JD, CPA, CVA, ABAR

Additional speakers and their topics will be added soon.

Schedule of Events

Handy facts with regard to the start and end time of the conference follow.

  • The first event for attendees participating in the Pre-Conference Sessions for Estate Planning Council Leaders (breakfast) will begin at 7:00 am on Tuesday, November 15, 2022.
  • The first event for attendees participating in only the educational component of the conference (Welcome Reception) will begin at approximately 5:00 pm on Tuesday, November 15, 2022.
  • Sponsor and exhibitor booth set up will begin the morning of Tuesday, November 15, 2022.  Tear down takes place the afternoon of Thursday, November 17, 2022.
  • The conference concludes at approximately 12:00 pm on Friday, November 18, 2022.

The formal schedule will be available soon.  

We are grateful to the sponsoring firms that allow us to provide members and guests with an exceptional conference each year. 
Please learn more about each by clicking on the logos below.  

PREMIER SPONSORS


  


 

PARTNER SPONSORS

    

             

      

 

                      

 

           

           

 

   

                                

Registration Cost and Cancellation Policy

Registration is expected to open in late May.  Send us an email and we'll let you know when the registration form is online.

Health & Safety

At this time we have not determined what, if any, health and safety measures will be in place for the program.  Details will be communicated clearly and are expected to be available mid-September.  Your patience is appreciated as we navigate the months ahead.

Continuing Education Credit

The conference offers up to 17 hours of continuing education credit; individual states determine the total number and types of credits awarded.   Approvals begin to arrive approximately two months prior to the conference and will continue to do so until the event begins.

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 16th, Thursday, November 17th and Friday, November 18th.  License numbers are requested in advance and required on-site in order to receive credit.  NAEPC does not file the program for legal specialization credit - please contact our office if you require this type of credit so we can investigate its availability.  

IMPORTANT MESSAGE FOR INSURANCE PROFESSIONALS
Partial credit for this program is not available.  Insurance professionals must attend every session on Wednesday, November 16th, Thursday, November 17th and Friday, November 18th to receive credit.  Insurance credit is not available to those who register for a single day pass.

Continuing education credit is administered by the Society of FSP.  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.

Overnight Accommodations

We are delighted to return to Fort Lauderdale, Florida and Marriott Harbor Beach Resort & Spa. The hotel perfectly blends relaxed tropical serenity with Marriott’s well-known standard of service. Attendees will experience a beachfront location with modern and plentiful amenities close to shops, dining, and nightlife for the perfect marriage of conference + relaxation.

The NAEPC room rate is $259 (single / double occupancy, exclusive of tax) plus a $15 resort fee.  Reservations for overnight accommodations must be made on or before Monday, October 17, 2022 on our reservations website or by calling 954-525-4000 and letting the reservationist know you are attending the NAEPC conference.

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, this year being held virtually.

We welcome your questions about sponsoring or exhibiting at this and upcoming annual conferences.  Please contact Ed Socorro at sponsorship@naepc.org or 312-600-5303 with questions or to be added to our distribution lists.

​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.

Highlights from Prior Annual Conferences