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 webpage.

Registration

Standard rate starting April 1: $360

Deadline to register: May 16

Cancellation & Refund Policy

Cancellations received on or before Wednesday, May 7, 2025, 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 submit accreditation for the following continuing education credit hours.

• CFP: 6.5 approved credit hours
• INS-NC: 7 approved credit hours
• CLE – North Carolina: 6.5 approved credit hours
• CLE – South Carolina: 6.5 approved credit hours
• CPA: 6.5 approved credit hours
• CTFA: 8 approved credit hours
• Professional Recertification: 6.5 approved credit hours

Sponsorship

To learn more about sponsorship opportunities, visit our 2025 Sponsorship Packet.

Premier Sponsors

Arcadia Art Consultancy | Bank OZK | Barry, Evans, Josephs & Snipes | Bernstein Private Wealth Management | Chilton Trust | Colony Family Offices & Trust Company | First Citizens Wealth Management | GreerWalker LLP | Mercer Advisors | Morehead Group | Truist Wealth | Wells Fargo Wealth & Investment Management

General Sponsors

Bessemer Trust | Choreo™ | Cumberland Trust | DOYLE: Auctioneers & Appraisers | Elliott Davis | Marsh McLennan Agency Private Client Services | Old North State Trust | Park National Bank | PURE | Quest | South Park Advisors | Steen Valuation Group | Windermere | Your HCPOA, LLC

Supporting Sponsors

Advocacy Trust | Argent Trust | Beacon Pointe Advisors | Brown Brothers Harriman | Culp Elliott & Carpenter, PLLC | Johnston Allison & Hord | Miller McNeish & Breedlove, PLLC | Moore & Van Allen | National Christian Foundation Carolinas | Perrin Legal | Robinson Bradshaw | SignatureFD | The Village on Morehead | Verum Partners | Waverly Company

Steering Committee

Chair: Beth Funderburk, Miller McNeish & Breedlove, PLLC
Vice Chair: Matt Kain, Moore & Van Allen
Sponsorship Chair: Pete Hunt, Rock Harbor Wealth Management
Dinner Chair: Gerald Applefield, Barry, Evans, Josephs & Snipes
Marketing Chair: Kathryn Wysong, Kirk Palmer & Thigpen
Immediate Past Chair: Christian Robinson, Truist

Conference Contact

Director

Allison Meyer-Tucker
meyer-tuckera@queens.edu