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Estate Planners Day

The premier estate planning conference of the Carolinas

Estate Planners Day is a single-day conference offering a comprehensive educational program for estate planning professionals. Nationally recognized experts cover topics that include estate, tax, accounting, insurance, financial and charitable planning, as well as recent federal and state law updates.

Estate Planners Day is the longest continually running public event in Queens’ history, celebrating over 45 years.

Estate Planners day event

Conference Details

Thursday, May 16, 2024

Sarah Belk Gambrell Center for the Arts
and Civic Engagement
Queens University of Charlotte

7:15 a.m. | Networking & Breakfast

8:00 a.m. – 5:15 p.m. | Conference

5:15 – 6:15 p.m. | Reception

Interested in attending? Join our interest list to receive an email when registration opens!

This program will be submitted for CFP®, N.C. Insurance, CPA, N.C. & S.C. CLE, CTFA and Professional Recertification Program (formerly PACE) continuing education credit approval.

Steering Committee

Chair: Christian Robinson, Truist Wealth
Vice Chair: Beth Funderburk, Miller McNeish & Breedlove, PLLC
Sponsorship Chair: Matt Kain, Moore & Van Allen
Dinner Chair: Gerald Applefield, Barry, Evans, Josephs & Snipes
Attendance Chair: Lauren Millovitsch, Creamer Millovitsch
Immediate Past Chair: Kyle Agee, Johnston, Allison & Hord

Scott Angel, First Citizens Bank – Wealth Management
Doug Benson, Foundation For The Carolinas
Stephanie Daniel, Shumaker, Loop & Kendrick, LLP
Jay Eich, Trust Company of the South
Jessica Hardin, Robinson Bradshaw
Tim Herbst, Bank of America Private Bank

Pete Hunt, Exencial Wealth Advisors
Leah Maybry, SignatureFD
Janice McGunnigle, Alpha Financial Advisors
Ken Samuelson, Morehead Group
Van Smith, BCG Private Wealth Management
Sandi Thorman, GreerWalker

Conference Contacts


Allison Meyer-Tucker, CPCE


Caitlin Sangha