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

Join our interest list to receive the most up-to-date information about the conference. Registration launches February 2027!

Cancellation & Refund Policy

Cancellations received on or before Friday, April 30, 2027, 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

2027 Steering Committee

Chair: Stephanie Daniel, Kirk Palmer & Thigpen
Vice Chair: Doug Benson, Foundation For The Carolinas
Sponsor Chair: Pete Hunt, Rock Harbor Wealth Management
Speaker Chair: Tim Herbst, Bank of America Private Bank
Marketing Chair: Kathryn Wysong
Immediate Past Chair: Matt Kain, Moore & Van Allen, PLLC

Sponsors

To learn more about sponsorship opportunities, review our 2027 Sponsorship Packet.

Conference Contact