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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 & Raffle


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


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.

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


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

Scott Angel, First Citizens Bank – Wealth Management
Doug Benson, Foundation For The Carolinas
Stephanie Daniel, Kirk Palmer & Thigpen
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
Kathryn Wysong, Bank OZK

Conference Contacts


Allison Meyer-Tucker, CPCE


Caitlin Sangha