SAVE THE DATE
The 35th annual Estate Planners Day will be held May 16, 2013. This one-day conference offers a comprehensive estate planning educational program for professionals. Nationally recognized experts in the fields of estate planning, tax, accounting, insurance and state and federal law will cover topics of timely interest to all in the field of estate planning.
Estate Planners Day is the longest continually running public event in Queens' history. Continuing Education credit is awarded.
VIEW FULL 2013 AGENDA HERE.
Who Should Attend Each Year:
Online registration is now CLOSED. You may still register tomorrow morning. Please come to the registration tent at the E.H. Little Fine Arts Center (corner of Selwyn and Wellesley Ave.) Check in is between 7:30am and 8:15am. The campus address is 1900 Selwyn Ave. Charlotte, NC 28274. Parking will be available in the parking decks and in various lots. Please look for parking signs and officers directing traffic.
2013 agenda has been approved for the following CE credits:
Thank you to Our 2013 Sponsors!
Thank you to our 2013
Carroll Financial Associates, Inc. is one of the Charlotte region's oldest and largest financial planning and investment management firms. Our mission is to assist our clients in reaching their financial goals by providing quality financial services and creative, intelligent solutions to their needs.
GenSpring has created a community of wealth management professionals who share similar values and together put unprecedented control, power, knowledge and opportunity squarely on a family's side of the table.
SunTrust Private Wealth Management is part of SunTrust Banks, Inc., one of the nation's largest and most prestigious financial holding companies. Our mission is to help you and your family effectively manage both your personal wealth and your business needs.
For more than 200 years and with nearly 4,000 associates in 120 local offices in 34 states, U.S. Trust has continued to help our clients manage wealth by providing disciplined financial strategies, serve as a bridge between generations and is the nation's largest corporate fiduciary for individuals and families.
You will be contacted with a confirmation and parking information after you register for a course online.
Cancellation and Refund Policy: There is a $50 cancellation fee. Cancellations that are received at least 10 business days prior to the first day of class will receive a refund, minus the $50 cancellation fee. No refunds or make-up classes will be given after that time. If you do not officially withdraw from or attend a course, you are still responsible for the payment. If the course is canceled for any reason, you will be notified and your entire tuition fee will be refunded.Questions or Suggestions? Contact us at firstname.lastname@example.org or 704-337-2251.