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A comprehensive estate planning educational program for professionals

Planning for retirement is just as important as planning for a career, especially when you reach the end of that career. It is full of unknowns, and may seem like a daunting task, even with help from people like attorneys, financial advisors, insurance professionals, and accountants. Get a step ahead and recieve lessons from well-known industry leaders and professionals by registering for an Estate Planning course today.

This one-day conference each Spring 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.

Every Spring, Queens hosts its annual Estate Planning Day open to the public. Registrants of all ages spend a day dedicated to learning how to plan for retirement. Queens offers a special 10% discount  on sign-up to all current Queens students and alumni. Additionally, Senior Scholars of continuing education programs can receive the same 10% discount. The program has recieved continuing education credit for CFP® - 7, CTFA - 9.25, IMCA®  - 8, PACE - 7, S.C. CLE - 7.16, N.C. Insurance - 7, CPE - 7, and N.C. CLE - 7. 

Who Should Attend

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

Contact Us

For more information about Estate Planning Day, please contact Suzy Plott
plotts@queens.edu or 704-337-2489.

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