Estate Planners Day is a single-day conference that offers a comprehensive educational program for estate planning professionals. Nationally recognized experts provide recent federal & state law updates and cover topics in the fields of estate, tax, accounting, insurance, financial and charitable planning. Estate Planners Day is the longest continually running public event in Queens’ history, celebrating 45 years.
Conference Details
Thursday, May 18, 2023
Sarah Belk Gambrell Center for the Arts and Civic Engagement
Queens University of Charlotte
7:30 a.m. | Registration & Breakfast
8:00 a.m. – 5:00 p.m. | Conference
Registration
Sign up to receive an email when registration opens.
Continuing Education Credit
This program will be submitted for CFP®, N.C. Insurance, CPE, N.C. & S.C. CLE, CTFA and Professional Recertification Program (formerly PACE) continuing education credit approval.
Sponsors
Premier Sponsors
Barry, Evans Josephs & Snipes | Colony Family Offices | Morehead Group | Truist Wealth
General Sponsors
Bessemer Trust | Firm Numbers | First Citizens Wealth Management | SignatureFD
Supporting Sponsors
McShane Partners | Perrin Legal | Robinson Bradshaw
Steering Committee
Chair: Kyle Agee, Johnston, Allison & Hord
Vice Chair: Christian Robinson, Truist Wealth
Sponsorship Chair: Jay Eich, Trust Company of the South
Dinner Chair: Gerald Applefield, Barry, Evans, Josephs & Snipes
Attendance Co-Chair: Amanda Hermance, EY
Attendance Co-Chair: Lauren Millovitsch, Creamer Millovitsch
Immediate Past Chair: Janice McGunnigle, Alpha Financial Advisors
Scott Angel, First Citizens Bank – Wealth Management
Doug Benson, Foundation For The Carolinas
Stephanie Daniel, Shumaker, Loop & Kendrick, LLP
Beth Funderburk, Miller McNeish & Breedlove, PLLC
Jessica Hardin, Robinson Bradshaw
Tim Herbst, Bank of America Private Bank
Pete Hunt, Exencial Wealth Advisors
Matt Kain, Moore & Van Allen
Leah Maybry, SignatureFD
Ken Samuelson, Morehead Group
Van Smith, Merrill Lynch
Conference Contact
Director
Allison Meyer-Tucker, CPCE
meyer-tuckera@queens.edu
Sponsorships
Caitlin Sangha
sanghac@queens.edu