Estate Planners Day

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.

Conference Details

Agenda

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

Registration

Registration Fee: $325

Cancellation & Refund Policy

Cancellations received on or before Wednesday, May 1, 2024 will receive a refund minus a $50 cancellation fee. No refunds will be given after that time and make-up continuing education credits will not be available. Registrations are transferrable to another individual.

Continuing Education Credit

This program has been approved for the following continuing education credit hours:

• CFP: 6.5
• CLE – North Carolina: pending
• CLE – South Carolina: pending
• CPA: 6.5
• CTFA: 8
• North Carolina Insurance: 7
• Professional Recertification Program: 6.5

Sponsors

Premier Sponsors

General Sponsors

Supporting Sponsors

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

Conference Contacts

Director

Allison Meyer-Tucker, CPCE
meyer-tuckera@queens.edu

Sponsorships

Caitlin Sangha
sanghac@queens.edu