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RESCHEDULED 42nd Annual Estate Planners Day

The safety and health of our attendees, sponsors, speakers and staff is of the utmost importance. As a result, the decision has been made to RESCHEDULE Estate Planners Day to Thursday, August 20, 2020. We remain excited about our speakers and look forward to their presentations, many of which will incorporate relevant and practical learnings related to COVID-19.

Queens University of Charlotte is pleased to offer the 42nd Annual Estate Planners Day.  This single day conference offers a comprehensive educational program for estate planning professionals.  Nationally recognized experts will provide recent federal and state law updates and will cover timely and relevant topics in the fields of estate, tax, accounting, insurance, financial and charitable planning.  Estate Planners Day is the longest continually running public event in Queens' history. 


7:15 a.m. - Registration and Breakfast

8:00 a.m. - 5:15 p.m. - Program

Who Should Attend

  • Accountants
  • Asset Managers
  • Attorneys
  • Financial Advisors
  • Financial Planning Practitioners
  • Insurance Professionals
  • Philanthropy Professionals
  • Trust Officers

Program is pending CFP®, N.C. Insurance, CPE, PACE, N.C. & S.C. CLE and CTFA continuing education credit approval.

Sponsorship opportunities are available, please contact Linda Koziol at kozioll@queens.edu for more information. 

Thursday, August 20 at 7:15am to 5:15pm

Queens University of Charlotte, Sarah Belk Gambrell Center for the Arts & Civic Engagement 2319 Wellesley Avenue, Charlotte, NC 28207

Event Type

Conferences & Workshops, Special Events

Target Audience

General Public




$290.00 | Individual Attendee, Additional Registration Options Available

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