National Association of Estate Planners and Councils

NAEPC 2012 Conference Highlights

49th Annual Conference, November 7-9, 2012

Please plan on joining NAEPC & The NAEPC Education Foundation this November in Orlando, Florida. The hosting property, Buena Vista Palace, is near Downtown Disney and the conference is timed to be near both the Festival of the Masters art show and the Epcot® International Food & Wine Festival… this conference provides a perfect opportunity to plan a family vacation or extra time away!  

Registration Information

Council Leadership Day Package
Includes Council Leadership Day sessions on Wednesday, November 7, 2012, sponsor bonus and technical education sessions on Thursday, November 8, 2012 & Friday, November 9, 2012, presentation material, conference breakfasts & luncheons, and the Wednesday evening Welcome Reception  $800
Educational Package
Includes the Wednesday evening Welcome Reception, sponsor bonus and technical education sessions on Thursday, November 8, 2012 & Friday, November 9, 2012, presentation material, and Thursday and Friday breakfasts & luncheons.  $700
3-Day Companion Package
Includes Wednesday - Friday breakfasts and companion tours and the Wednesday evening Welcome Reception.  $400
2-Day Companion Package
Includes Thursday - Friday breakfasts and companion tours and the Wednesday evening Welcome reception.  $350
Available Discounts
$50 Active Accredited Estate Planner designee 
$50 Discount for Members of Central Florida Estate Planning Council
$100 NAEPC Volunteer Discount (available to non-board members of any committee of NAEPC)
We are grateful for the support of our sponsors:

Buena Vista Palace Hotel & Spa Reservations

A special block of rooms has been reserved for 49th Annual Conference attendees at the hosting property,  Buena Vista Palace Hotel & Spa.  The NAEPC room rate is $155 (single/double occupancy) and includes the daily resort fee, which offers in-room internet service, self-parking, and the fitness center at no additional charge.  Please note, overnight reservations must have been made by Friday, October 12, 2012 to guarantee the group rate. Reservations will be accepted on a space-available basis after this time.

UPDATE:  As of October 31, 2012, it is best to make reservations by calling the hotel's in-house department directly.  Requests will be accommodated on a space-available basis until the 49th Annual Conference begins.  To make reservations, please call 407-827-2727 and ask to speak to the in-house reservations department.

*A credit card is required to confirm a reservation. A one night’s room deposit plus tax (12.5%) will be charged at the time of booking. Guest must cancel at 5 days prior to arrival to avoid penalty of one night’s deposit plus tax.   

Companion Program

The Annual Conference Committee prides itself on choosing exciting companion programs for those that accompany Council Leadership Day and Educational Package registrants to the conference!  Three thrilling programs are planned for this year...

  • Wednesday, November 7, 2012 - Afternoon Tea & Three Hot Laps at the Richard Petty Driving Experience
  • Thursday, November 8, 2012 - Day Trip to Kennedy Space Center
  • Friday, November 9, 2012 - Disney's Keys to the Kingdom Tour

The registration brochure provides a full description of each program.  Two- and three-day registration packages are available and include the Welcome Reception, breakfasts, and tours.

Walt Disney World® Resort Discounts for Attendees

49th Annual Conference attendees are eligible for special discounts on advance multi-day ticket purchases to Walt Disney World Resort®.  To order your specially priced advance purchase tickets on-line, click HERE or download the special brochure HERE.  The conference special offers a 10% discount on a multi-day pass plus a complimentary BONUS Disney experience.  (Please note that the prices appearing within the group reservation link include sales tax.)

Embark on a food & wine lover's paradise at the Epcot International Food & Wine Festival!   Explore marketplaces featuring regional foods, wines and beers, while sampling the finest cuisine from around the globe.  Special ticket offers are waiting... just for conference attendees!  Click HERE for more information.  Please note, tickets must be purchased by 11/06/2012 at 12:00 am to receive the discounted rate.

Continuing Education Credit

The 49th Annual Conference offers up to 15 hours of continuing education credit.  Individual states determine the total number of credits awarded.

  • The following credit will been requested in all states: insurance, legal, accounting, CFP, CTFA, and PACE for Thursday, November 8, 2012 and Friday, November 9, 2012. 
  • The 49th Annual Conference is approved for 16.5 hours of Accredited Estate Planner designation credit.

Approval status for your discipline, designation, or state can be monitored can be monitored HERE.

Partial credit for this program is not available.  Insurance professionals must attend every session on Thursday, November 8, 2012 and Friday, November 9, 2012 to receive credit.

*Continuing education credit for the 49th Annual Conference is administered by the Society of Financial Service Professionals.

Rental Car & Shared Ride Shuttle Discounts

RENTAL CAR - NAEPC has arranged for special discounts with Hertz for rentals in Orlando from November 1 - 16, 2012 (rental must be returned within the state of Florida).  To reserve, click on the Hertz logo below to make your online reservation or download the special NAEPC flyer HERE.  The conference CV code is 03WB0009.

SHARED RIDE SHUTTLE - NAEPC has arranged for special discounts for shared shuttle service with Mears Motor Shuttle from November 3 – 12, 2012.  A $3 round trip discount coupon can be downloaded by clicking HERE.  Attendees should print the coupon and follow the instructions contained within to receive the discount.

Sponsorship Opportunities 

Those interested in supporting the 49th Annual Conference are encouraged to download the full sponsor kit (below) for details.  Questions about sponsoring or exhibiting may be directed to our national office at 866-226-2224 or

Can't Attend?  Purchase the Materials Instead!

Conference materials are now available for sale to those that cannot attend the program in-person.  The fee is $195 / Accredited Estate Planner or Estate Planning Law Specialist designees or members of an affiliated local council and $245 / non-members.  Download the form or use the online registration link above to place your order today!  (Materials will be sent via postal mail by December 7, 2012.)

Photo Galleries

See upcoming conference information.