Estate Planners Day
A comprehensive educational program for estate-planning professionals
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!
Thursday, May 17, 2018
Location: Queens University of Charlotte, Levine Center for Health and Wellness
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.
Who Should Attend
Financial Planning Practitioners
Continuing Education Credit
Program is pending CFP®, N.C. Insurance, CPE, PACE, N.C. & S.C. CLE, CTFA and IMCA® continuing education credit approval.
7:15 - 8:00 AM | Registration & Breakfast
8:00 - 8:05 AM | Welcome Remarks
8:05 - 9:30 AM | Session 1
North Carolina Update
Matthew R. Kain, Member, Moore & Van Allen
Kenneth J. Kies, Managing Director, Federal Policy Group
9:30 - 9:50 AM | Break
9:50 - 10:45 AM | Session 2
Elder Abuse - Don’t Be an Accomplice: What You Need to Know to Protect Your Clients
Paul Greenwood, Deputy District Attorney and Head of the Elder Abuse Prosecution Unit, Office of the San Diego District Attorney
10:45 - 11:45 AM | Session 3
Getting Smarter About Cybersecurity & Data Privacy
Gary Sorrentino, Managing Director, JP Morgan Chase
11:45 AM - 12:45 PM | Lunch
12:45 - 1:45 PM | Session 4
Shovels, Snow Blowers and Plows: Digging Out From the Great Tax Reform Blizzard of December 2017
David Kirk, National Tax Partner, Private Client Services, Ernst & Young
1:45 - 2:40 PM | Session 5
Travis Allen, Senior Portfolio Manager, AllianceBernstein
2:40 - 3:00 PM | Break
3:00 - 4:00 PM | Session 6
The Top Insurance Planning Mistakes and How to Fix Them
Larry Brody, Attorney, Bryan Cave
4:00 - 5:00 PM | Session 7
The 10 Commandments of Estate Planning Ethics
Sean Carter, Humorist at Law and Chief Humor Officer, Mesa CLE
5:00 - 6:30 PM | Reception
Registration Confirmation; Cancellation & Refund Policy
A confirmation e-mail will be sent once you have registered and a separate e-mail will be sent closer to the event with parking information. Register online for the conference.
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.
Barry, Evans, Josephs & Snipes | Carolinas Investment Consulting (CIC) | Chilton Trust | Colony Family Offices | GreerWalker LLP | JP Morgan | MBL Advisors Inc., A McColl Bros. Lockwood Company | Monarch Private Capital | Southminster | Sterling Capital Equity Income Fund BAEIX | SunTrust Banks, Inc. & Genspring Family Offices, LLC | The Morehead Group
Altavista Wealth Management, Inc. | Bank of the Ozarks | Dixon Wells & John Hancock Insurance | Elliott Davis | Decosimo | First Citizens Bank | Grant Thorton | IKOR of The Western Carolinas | South Park Advisors | Sterling Foundation Management | Windermere Insurance Group & PURE
Argent Trust | Bernstein Private Wealth Management | Bessemer Trust | Cumberland Trust | Fidelity Charitable | Johnston Allison & Hord, P.A. | Moore & Van Allen PLLC | Pinnacle Financial Partners | PNC Wealth Management | Rinehart Wealth and Investment Advisory & Maybry McShane Family Offices, LLC | Robinson Bradshaw
Scott Angel (Chair), First Citizens Bank - Private Wealth Advisory Services
Gerald Applefield, Barry, Evans, Josephs & Snipes
Doug Benson, Foundation For The Carolinas
Rebecca Cahoon, Ernst & Young LLP
Craig DeLucia, Broward Grove, LLC
Jay Eich, The Trust Company of The South
Shannon Elliotte, Colony Family Offices
Jessica Hardin, Robinson, Bradshaw & Hinson, P.A.
Tim Herbst, U.S. Trust, Bank of America Private Wealth Management
Pete Hunt, Willingdon Wealth Management
Jim Lilley, Wells Fargo Private Bank
Luther Lockwood, MBL Advisors, A McColl Bros. Lockwood Co.
Anna Mason, Monarch Tax Credits
Leah Maybry, Maybry McShane Family Offices, LLC
Janice McGunnigle, Matrix Wealth Advisors, Inc.
Holly Norvell, Johnston, Allison & Hord
Rusty Reed, Kirk Palmer & Thigpen, P.A.
Ken Samuelson, The Morehead Group, Inc.
Van Smith, Merrill Lynch
Sandi Thorman, GreerWalker, LLP
Brad Van Hoy, Moore & Van Allen, PLLC