Estate Planners Day

Thursday, May 17, 2018

Levine Center Grand Lobby
1900 Selwyn Ave
Charlotte, NC 28274

Thursday, May 17, 2018 
Queens University of Charlotte, Levine Center for Health and Wellness

Estate Planners Day is a one-day conference that 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 -- celebrating 40 years!


Estate Planners Day Attendee - $290
Register by April 18 for $40 Early Bird Discount - $250
Charlotte Estate Member Discount - $15
*Binder Fee - $25 (Additional fee if you request a hard copy of materials)

All attendees receive access to electronic materials through an Estate Planners Day app.

Visit Conference Website


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

Asset Managers
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


Suzy Plott

Phone: 704-337-2489


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