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Estate Planners Day

Levine Center Grand Lobby

1900 Selwyn Ave
Charlotte, NC 28274
USA

Thursday, May 17, 2018 

Queens University of Charlotte is pleased to offer the 40th annual Estate Planners Day. This one-day conference offers a comprehensive educational program for estate planning 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.

Registration will open in Spring 2018.
Early Bird Registration: USB Drive $240; Binder $260
*Early Bird pricing ends on April 18; prices increase $30
Regular Registration: USB Drive $270; Binder $290
*We offer Charlotte Estate Planning Council a $15 discount.

Agenda
7:15 a.m. - Registration and Breakfast
8:00 a.m. - 5:00 p.m. - Program
5:00 p.m. - 6:30 p.m. - Reception

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, CTFA and IMCA® continuing education credit approval.

Thursday, May 17, 2018

Contact:

Suzy Plott

Phone: 704-337-2489

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