Estate Planning and Wealth Management Forum

Estate Planning and Wealth Management Forum (formerly Estate Planners Day) presented by Queens University of Charlotte is the premier estate planning conference of the Carolinas. This single-day, in-person conference offers a comprehensive educational program featuring nationally recognized experts, networking opportunities, sponsor booths, continuing education credits, and more.

Estate Planning and Wealth Management Forum is the longest continually running public event in Queens’ history.

Conference Details

Agenda

For session descriptions, speaker information, and more, please visit the agenda and speaker information webpages.

Registration

Early Bird Rate through March 13: $325

Cancellation & Refund Policy

Cancellations received on or before Friday, April 17, 2026, will receive a refund minus a $75 cancellation fee. No refunds will be given after that time, and make-up continuing education credits will not be available. Registrations are transferable to another individual.

Continuing Education Credit

This program will be submitted for the following continuing education credit approval:

• • CFP
  • CLE – North Carolina
  • CLE – South Carolina
  • CPA
  • CTFA
  • North Carolina Insurance
  • Professional Recertification Program

2026 Steering Committee

Chair: Matt Kain, Moore & Van Allen
Vice Chair: Stephanie Daniel, Kirk Palmer & Thigpen
Sponsor Chair: Pete Hunt, Rock Harbor Wealth Management
Speaker Chair: Tim Herbst, Bank of America Private Bank
Marketing Chair: Kathryn Wysong, Kirk Palmer & Thigpen
Immediate Past Chair: Beth Funderburk, Miller McNeish & Breedlove

Sponsors

To learn more about sponsorship opportunities, review our 2026 Sponsorship Packet.

Premier Sponsors

Barry, Evans, Josephs & Snipes | Bernstein Private Wealth Management | Carnegie Private Wealth | Chilton Trust | Colony Family Offices & Trust Company | First Citizens Wealth | Mercer Advisors | Morehead Group | Pendleton Square Trust Company | Truist Wealth

General Sponsors

Advocacy Trust | Bessemer Trust | Choreo™ | Corient | Doyle: Auctioneers & Appraisers | Foundation For The Carolinas | Old North State Trust | Park National Bank | Piedmont Trust Company | South Park Advisors

Supporting Sponsors

Argent Trust Company | Bragg Financial Advisors, Inc. | Brown Brothers Harriman & Co. | GreerWalker | Moore & Van Allen | National Christian Foundation Carolinas | Robinson Bradshaw | SignatureFD | Verum Partners

Conference Contact