Frequently Asked Questions:
NAEPC Advanced Estate Planning Strategies Conference
For information about the upcoming conference, please click HERE.
QUESTION: Is this conference going to be virtual forever?
ANSWER: No, we intend to return to an in-person event as soon as it is safe to do so.
QUESTION: Who should attend the annual conference?
ANSWER: The conference is for every estate planning professional and all estate planning council members. The content is built with attorneys, accountants, and professionals within the disciplines of insurance and financial planning, trust, and philanthropy in mind.
QUESTION: Isn't this a conference for estate planning council board members?
ANSWER: No! While the pre-conference sessions held at the in-person annual conference are for estate planning council leaders, the annual conference educational sessions (including the virtual conference) are for every professional.
QUESTION: Is continuing education credit available?
ANSWER: Yes. At in-person conferences credit is available for AEP® designees, nationally-governed designations, and for most state legal and insurance professionals. At virtual conferences, credit is available for AEP® designees, CFP® designees, and CTFA designees. We also provide a general certificate of completion for those who are able to self-file or who are self-reporting.
QUESTION: What makes this conference different from others?
ANSWER: The very same thing that sets NAEPC apart from other organizations - our multi-disciplinary attendees. At an NAEPC event you will find a diverse and well-rounded group of professionals representing the various disciplines related to the profession of estate planning.
QUESTION: Is my hotel room included with my registration?
ANSWER: No, it is a separate fee and must be reserved directly with the hotel by the cut-off date for reservations.
QUESTION: Is food included with my registration?
ANSWER: Most meals are included with a conference registration and dietary needs can be accommodated with proper and advance notice. We pride ourselves on offering well-rounded meals to prepare an attendee for a busy day of learning and meeting new people.
We are grateful to the sponsoring firms that allow us to provide our members and guests with this conference each year.
Please learn more by clicking below.
QUESTION: Will the conference be in-person?
ANSWER: We are planning to host the conference in-person as planned at this time.
QUESTION: How many attendees do you expect?
ANSWER: Attendance is expected to reach or exceed 400 attorneys, trust officers, accountants, insurance and financial planners, and philanthropic professionals.
QUESTION: How can my firm participate?
ANSWER: Please review the Supporter prospectus found on the main conference website page.
QUESTION: Will attendees visit our booth?
ANSWER: We host nearly all meal and break periods within the exhibit hall, which gives attendees a reason and time to interact with exhibitors.
QUESTION: Who sets our booth up?
ANSWER: Your firm will set up its booth.
QUESTION: Do we receive an attendee list?
ANSWER: Yes, attendee lists are distributed as noted within the Supporter Prospectus.