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Estate Planning




Estate Planners Day
THURSDAY, MAY 21, 2015

The 37th annual Estate Planners Day will be held May 21, 2015. 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.

Early bird discount through April 21st.  Prices increase by $30, April 22, 2015.
$240 - USB Drive
$260 - Binder
$225 USB Charlotte Estate Planning Council Members
$245 - Binder Charlotte Estate Planning Council Members

Who Should Attend Each Year:

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

Sponsorship Opportunities
Interested in being a 2015 EPD Sponsor? Contact Julia Walton.



Conference Contact:
Julia Walton


Thank you to our 2015
Premier Sponsors.



MBL Advisors







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 or 704-337-2251.

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