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42nd Annual Estate Planners Day

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. 

Agenda

7:15 a.m. - Registration and Breakfast

8:00 a.m. - 5:00 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, May 21 at 7:15am to 5:00pm

Levine Center for Wellness and Recreation on Queens University of Charlotte Campus, Curry Arena 2201 Wellesley Ave, Charlotte, NC 28207

Event Type

Conferences & Workshops, Special Events

Target Audience

General Public

Website

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

Cost

$290.00 | Individual Attendee, Additional Registration Options Available

Department
External Relations
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