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
Estate Planning and Wealth Management Forum
Estate Planning and Wealth Management Forum
The premier estate planning conference of the Carolinas
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
May 2026
Sarah Belk Gambrell Center for the Arts
and Civic Engagement
Queens University of Charlotte
7:15 a.m. | Networking & Breakfast
8:00 a.m. – 5:00 p.m. | Conference
5:00-6:00 p.m. | Reception & Raffle
Sponsorship
To learn more about sponsorship opportunities, please contact Ariani Huguenin (huguenina@queens.edu, 704-337-2553).
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
Kyle Agee, Johnston, Allison & Hord
Scott Angel, First Citizens Bank – Wealth Management
Doug Benson, Foundation For The Carolinas
Monica Hamilton, Choreo
Jessica Hardin, Robinson Bradshaw
Leah Maybry, SignatureFD
Christian Robinson, Truist
Ken Samuelson, Morehead Group
Van Smith, BCG Private Wealth Management
Conference Contact
Allison Meyer-Tucker
Director, Strategic Programming
704-337-2435
meyer-tuckera@queens.edu