National Association of Estate Planners and Councils

 

Who Should Attend the Advanced Estate Planning Strategies Conference?

The conference educational sessions are for every member of every estate planning council and all estate planning professionals regardless of membership status.  The Annual Conference offers an opportunity to cultivate important new multi-disciplinary relationships while collaborating on cutting edge ideas and trends. 

About The Council Leadership Conference

The post-conference sessions, also known as the “Council Leadership Conference”, will begin at 2:00 pm on Wednesday, October 22, 2025 and conclude at approximately 12:00 pm on Thursday, October 23, 2025. Our time together will include "learning pods" (small, topic-based workshops where council leaders share topic-based experiences, best practices, and learn from one another), sessions for councils of like-size, an evening reception honoring the councils receiving annual awards, and a special dine around on Wednesday evening to spend time with other leaders. 

Who should attend?  The Council Leadership Conference is for volunteer leaders and staff executives of estate planning councils affiliated with NAEPC.  NAEPC recommends sending at least one officer at the vice-president level or under and the council's executive. 

Become a Sponsor or Exhibitor

We invite your questions about sponsoring or exhibiting at this and upcoming NAEPC Annual Conferences. Please contact Ed Socorro at sponsorship@naepc.org or 312-600-5303 with questions or to be added to our distribution lists.

Overnight Accommodations

Planning ahead?  You are now able to make hotel reservations at the Gaylord National Resort & Convention Center!  The NAEPC room rate is $279/night (before taxes and fees) plus a $22/night resort fee that provides several amenities.  Additional room types are available at discounted rates. Make your reservation today.

Looking to make a vacation out of your trip?  The special NAEPC room rate may be avaialble three days pre-conference and three days post-conference, pending availability. 

 

We are grateful to all of the sponsoring firms that allowed us to provide members and guests with an exceptional conference in October 2024,
including those shown below.  Please learn more about each by clicking on the firm's logo.

PREMIER SPONSORS

 

             

 

PARTNER SPONSORS

                    

 

 

 

 

 

 

 

 

 

 

 

Highlights from Prior Annual Conferences