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The 42nd Annual Estate Planners Day will be VIRTUAL

The safety and health of our attendees, sponsors, speakers and staff is of the utmost importance. As a result, the difficult decision has been made to hold Estate Planners Day on Thursday, August 20, 2020 in a VIRTUAL format.

We remain excited about our speakers and look forward to their presentations, many of which will incorporate relevant and practical planning considerations 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. 

Virtual Agenda

8:15 a.m. - Welcome

8:30 a.m. - 4:00 p.m. - Educational Sessions & Breaks

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 Cristin Lee at leec3@queens.edu for more information. 

Thursday, August 20 at 8:15am to 4:00pm

Virtual Event
Event Type

Conferences & Workshops, Special Events

Target Audience

General Public

Website

https://www.queens.edu/community/conf...

Cost

$225.00 | Individual Attendee/Early Bird Rate, Additional Registration Options Available

Department
External Relations
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