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    The Synergy Summit

    NAEPC is proud to be a part of The Synergy Summit, a unique organization whose delegates come from the leadership of the major legal, accounting, and financial service organizations in the country to study, educate, opine, and collaborate on appropriate issues of mutual interest. See complete details.

    National Conferences on Estate, Financial and Tax Planning, and Related Disciplines

    This list offers information on national programs sponsored by professional associations. While every effort is made to keep the list current and accurate, dates and locations are subject to change. Please visit the website for the hosting organization to verify program details.

    2018 Events

    4/23/18 - 4/26/18The FPA Retreat
    Litchfield Park, AZ
    Financial Planning Association
    4/25/18 - 4/27/18Planning Techniques for Large Estates
    Austin, TX
    American Law Institute - American Bar Association
    4/29/18 - 5/2/18The Association of Home Office Underwriters Annual Conference
    Chicago, IL
    The Association of Home Office Underwriters
    4/29/18 - 5/1/18Association for Advanced Life Underwriting Annual Meeting
    Washington, DC
    Association for Advanced Underwriting
    4/30/18 - 5/2/18Advisors in Philanthropy Annual Conference
    Nashville, TN
    AIP
    5/10/18 - 5/11/18ABA Section of Real Property, Trust and Estate Law Spring Symposia
    Orlando, FL
    ABA Section of Real Property, Trust and Estate Law Spring Symposia
    5/16/18 - 5/19/18National Academy of Elder Law Attorneys Elder Annual Conference
    New Orleans, LA
    National Academy of Elder Law Attorneys
    5/16/18 - 5/19/18National Association of Personal Financial Advisors Spring Conference
    Phoenix, AZ
    National Association of Personal Financial Advisors
    6/9/18 - 6/19/18AICPA ENGAGE
    Las Vegas, NV
    American Institute of CPAs
    6/21/18 - 6/24/18American College of Trust & Estate Counsel Fall Meeting
    Chicago, IL
    American College of Trust & Estate Counsel
    6/24/18 - 6/27/18Million Dollar Roundtable Annual Meeting
    Los Angeles, CA
    Million Dollar Round Table
    6/24/18 - 6/28/18Estate Planning in Depth
    Madison, WI
    American Law Institute - American Bar Association
    7/3/18 - 7/8/18American Association of Attorneys - Certified Public Accountants Annual Meeting & Education Conference
    Portland, OR
    AAA-CPA
    7/19/18 - 7/20/18Representing Estate & Trust Beneficiaries and Fiduciaries
    Chicago, IL
    American Law Institute - American Bar Association
    7/31/18 - 8/2/18WealthCounsel Symposium
    San Diego, CA
    WealthCounsel
    9/14/18 - 9/16/18NAIFA Performance + Purpose 2008 Annual Conference
    San Antonio, TX
    National Association of Insurance and Financial Advisors
    9/23/18 - 9/28/18American Bankers Association National Trust School
    Atlanta, GA
    American Bankers Association
    10/3/18 - 10/5/18The FPA Experience (formerly called FPA Annual Meeting)
    Chicago, IL
    Financial Planning Association
    10/3/18 - 10/6/18Top of the Table Annual Meeting
    Kohala Coast, HI
    Million Dollar Round Table
    10/7/18 - 10/9/18American Council of Life Insurers Annual Conference
    Washington, DC
    American Council of Life Insurers
    10/13/18 - 10/16/18CPCU Society Annual Meeting
    San Diego, CA
    CPU Society
    10/16/18 - 10/18/18National Association of Personal Financial Advisors Fall Conference
    Philadephia, PA
    National Association of Personal Financial Advisors
    10/17/18 - 10/19/18National Conference on Philanthropic Planning
    Las Vegas, NV
    National Association of Charitable Gift Planners
    10/22/18 - 10/26/18Southern Federal Tax Institute
    Atlanta, GA
    Southern Federal Tax Institute
    10/25/18 - 10/28/18American College of Trust & Estate Counsel Fall Meeting
    Washington, DC
    American College of Trust & Estate Counsel
    10/28/18 - 10/30/18LIMRA Annual Conference
    New York, NY
    LIMRA
    11/1/18 - 11/3/18National Association of Independent Life Brokerage Agencies Annual Meeting
    Orlando, FL
    National Association of Independent Life Brokerage Agencies
    11/4/18 - 11/6/18American Association of Attorney - Fall Meeting & Education Conference
    Miami, FL
    The American Academy of Attorney-CPAs
    11/4/18 - 11/8/18Hawaii Tax Institute
    Honolulu, HI
    Hawaii Tax Institute
    11/6/18 - 11/9/1855th Annual NAEPC Advanced Estate Planning Strategies Conference
    Ft. Lauderdale, FL
    National Association of Estate Planners & Councils

    2019 Events

    11/13/18 - 11/17/18NAELA Summit
    Chicago, IL
    National Academy of Elder Law Attorneys
    1/14/19 - 1/18/19Heckerling Institute on Estate Planning
    Orlando, FL
    University of Miami Law School
    1/26/19 - 1/29/19Forum 400 Annual Meeting
    San Antonio
    Forum 400
    3/17/19 - 3/20/19GAMA International Leadership & Management Conference (LAMP)
    Grapevine, TX
    GAMA International

    If you would like to add a national program to this calendar, please email the event date(s), title and hosting organization website to admin@naepc.org.

    An expanded calendar of events is available on Steve Leimberg's website at www.leimbergservices.com.

    The opinions expressed by authors do not necessarily reflect those of the National Association of Estate Planners & Councils. We continue to source original articles for publication in The NAEPC Journal. If interested, contact us at editor@naepcjournal.org.

    ALL INFORMATION IN THIS WEBSITE AND THE JOURNAL IS PROVIDED “AS IS”, WITH NO GUARANTEE OF COMPLETENESS, ACCURACY, TIMELINESS OR OF THE RESULTS OBTAINED FROM THE USE OF THIS INFORMATION. ALL INFORMATION IN THIS WEBSITE AND THE JOURNAL IS WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO WARRANTIES OF PERFORMANCE, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. See complete disclaimer.

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    Edited by:


    Susan P. Rounds,
    JD, CPA, LL.M. (taxation), AEP®, TEP

    Published by:

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