National Association of Estate Planners and Councils

Annual Conference Registration

November 6 - 9, 2018
Ft. Lauderdale, Florida
Marriott Harbor Beach Resort & Spa

Instructions
This form is for those paying via credit card only.  Others should download the registration form and return it to the national office.

The confirmation screen you see at the end of the registration process is your receipt and is the only receipt you will receive.  Please take special care to print the confirmation screen for your records. 

The email address entered on the registration form will receive a confirmation message as soon as the registration has been processed by NAEPC, which may take up to two weeks.  Please remember to also make reservations for overnight accommodations on or before Friday, October 12, 2018.

AEP® designees can login now to prefill form fields.

Attendee Information

Companion Information (Optional)

Only registered companions may attend conference-related events, including meals and receptions.
Communications will be sent to your companion. Please make sure to provide us with his/her email address.

Please tell us about your involvement with NAEPC

Discounts

Registration Fees

Member Non-Member

Conference Package

$1,175 N/A

Includes Council Leadership Day sessions, technical education sessions, presentation material, conference breakfasts & luncheons, and receptions.

$1,075 $1,300

Includes the Tuesday and Wednesday evening receptions, technical education sessions, presentation material, and conference breakfasts & luncheons.

$195 $245

Select this option only if you cannot attend the conference in person and would like to receive the materials electronically.

Companion Package

$475

Includes conference breakfasts, tours, and the receptions.

Total

$

Events You Plan to Attend

Your Concurrent Session Choices

Session 1

Session 2

Supplemental Concurrent Session

Events Your Companion Plans to Attend

Payment Method

Please complete the following section and be sure to click Submit at the bottom.


CONTINUING EDUCATION CREDIT
The conference offers up to 17 hours of continuing education credit.  Approvals began to arrive approximately 2 months prior to the conference and will continue to do so until just prior to the conference; status can be monitored on our website.  Individual states determine the total number and types of credits awarded. 

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 7th, Thursday, November 8th and Friday, November 9th.  Individual states determine the total number and types of credits awarded.  Insurance, legal, and CFP® license numbers are required on-site in order to receive credit.  

IMPORTANT MESSAGE FOR INSURANCE PROFESSIONALS
Partial credit for this program is not available.  Insurance professionals must attend every session on Wednesday, November 7th, Thursday, November 8th and Friday, November 9th to receive credit.


CANCELLATION POLICY
Cancellations must be received in writing or via email to conference@naepc.org.  A full refund will be granted if notice is received on or before 09/14/18.  Registrants who cancel between 9/15/18 and 10/19/18 will forfeit a $100 administrative fee.  No refunds will be granted after 10/19/18.  Requests to transfer registrations to another individual will be accommodated.


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.

 

By clicking Submit, I acknowledge that I have read, completely understand, and agree to abide by the continuing education and cancellation policies, and code of conduct, for the 55th Annual NAEPC Advanced Estate Planning Strategies Conference.