SAVE THE DATE
35^th ANNUAL ESTATE PLANNERS DAY
THURSDAY, MAY 16, 2013

The 35^th 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.

2013 PRESENTERS

Kenneth J. Kies, Federal Policy Group

Tim Quinlan, Wells Fargo

Natalie B. Choate, Nutter McClennen & Fish LLP

Christian G. Heilmann, U.S. Trust, Bank of America Private Wealth Management

Stephen P. Miller, GenSpan, Inc.

Howard M. Zaritsky, Howard M. Zaritsky, JD, LLM

 

VIEW FULL 2013 AGENDA HERE.

Who Should Attend Each Year:

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

Event Registration:

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:

• Insurance - 6 (general)
• NC CLE -  7 (general)
• SC CLE - 7 (general, 7 TAX and 7 EPP specialty credit)
• IMCA - 7 (general)
• CFP - 6 (general)
• PACE - 6 (general)
• CPA - Recommended for up to 8 credits
• CTFA - 7.5 (2.5 FID, 3.75 FP, 1.25 INV)

Sponsorship Opportunities
Interested in being a 2013 EPD Sponsor? Contact Emily Pinkerton.

Thank you to Our 2013 Sponsors!

General Sponsors:
      
  

 

 

                                                                           
   
 

Steering Committee:
A special thank you to the 2013 EPD Steering Committee: Kerri Mast (Chair), Scott Angel, Gerald Applefield, Andrew Dana, Janice Davies, Craig DeLucia, Jay Eich, Frank Goins, Tim Herbst, Mark Horn, Pete Hunt, Bart Landess, Luther Lockwood, Mary Lytch, Janice McGunnigle, Leah Maybry, Laura Richards, Eric Ridenour, Ken Samuelson, Hans Schreiber, Van Smith.

 

Conference Contact:
Emily Pinkerton
704-688-2838
pinkertone@queens.edu

Thank you to our 2013
Premier Sponsors:

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.

Founded in 1907, Bessemer Trust is a privately-owned wealth management firm that focuses exclusively on high-net-worth families and their foundations and endowments. The firm oversees approximately $64.1 billion for over 2,100 families and provides an integrated approach to the various investment, tax, legacy planning and philanthropic needs of its clients.

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.

MBL Advisors Inc. is a boutique financial services firm with offices in Charlotte and Wilmington specializing in Wealth Transfer planning and Private Client Insurance services for affluent families and Compensation Consulting and Executive Benefit planning for successful companies. As part of the McColl Brothers Lockwood family office, we understand the complexities of family dynamics and multigenerational planning.

Since 1941, professionals with The Morehead Group have provided strategic life insurance solutions to affluent individuals and families.  The firm collaborates with the client's team of planning professionals to design, implement and administer comprehensive life insurance plans.  The firm's proprietary processes provide comprehensive plans, collaborative focus and confidence to our clients.  The Morehead Group is a member firm of Partners Financial (NYSE: NFP), a national organization of select life insurance professionals.

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.