57th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference

Date: Tuesday, November 10, 2020
Time: 8:30am - 2:00pm
Location: Webinar
Speaker: Various

November 10, 2020 ∙ 11:30 am ET - 5:00 pm ET

  Be Part of Something BIG

The 57th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference brings nationally-recognized speakers on topics of interest to multi-disciplinary professionals right to you at your desk and provides an opportunity to cultivate your national network of estate planning professionals.  The conference is for every member of every estate planning council and all estate planning professionals.  Register today!

Schedule of Events

11:30 am ET    Networking & Exhibit Hall Open
12:00 pm ET Welcome & Opening Remarks
  NAEPC Annual Meeting & Election of Officers
12:25 pm ET "Estate Planning in Light of the Election Results" with Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
1:25 pm ET Networking Break & Exhibit Hall Open
1:55 pm ET "Are You in Good Hands?" with Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
2:55 pm ET Networking Break & Exhibit Hall Open
3:15 pm ET "The Ins and Outs of QCDs" with Natalie B. Choate, Esq., AEP® (Distinguished)
4:15 pm ET Closing Remarks
4:20 pm ET 30-Minute Sponsor Bonus Sessions
  Networking Reception & Exhibit Hall Open
5:00 pm ET Program Concludes





Sponsor & Exhibitor Opportunities

Your support will allow an estimated 400-500 attendees to attend NAEPCs first virtual learning conference on a complimentary basis.  Complete with three nationally-known presenters, an exhibition hall, one-on-one networking opportunities, and the experience of an in-person conference without the expense of travel, the 57th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference will provide the simplicity of an online event while maximizing the value of your sponsorship dollars. Plus, NAEPC will be making an exciting announcement during the conference.  Don’t get left behind – join us this November!


Due to the incredibly generous support of our sponsors and exhibitors, this program is available on a complimentary basis to registered members and guests.  Those who register and are unable to attend are asked to cancel on or before Friday, November 6, 2020.


Continuing Education Credit

Continuation education credit and certificates of completion are only available to those who attend the LIVE program.

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.  Up to three hours of credit will be available to those who attend the LIVE conference and complete attendance verification requests. 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.  Approval status will be posted here as it becomes available.  

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