Read an important message about the 58th Annual NAEPC Advanced Estate Planning Strategies Conference
from NAEPC President William D. Kirchick, JD, AEP® HERE.
58th Annual NAEPC Virtual
Advanced Estate Planning Strategies 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.
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.
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.
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.
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
- 2020 Conference Highlights
- 2019 Conference Highlights
- 2018 Conference Highlights
- 2017 Conference Highlights
- 2016 Conference Highlights
- 2015 Conference Highlights
- 2014 Conference Highlights
- 2013 Conference Highlights
- 2012 Conference Highlights
- 2011 Conference Highlights
- 2010 Conference Highlights
- 2009 Conference Highlights
- 2008 Conference Highlights
- 2007 Conference Highlights
- 2006 Conference Highlights
- 2005 Conference Highlights
- 2004 Conference Highlights
- 2003 Conference Highlights
- 2002 Conference Highlights