National Association of Estate Planners and Councils

Annual NAEPC
Advanced Estate Planning Strategies Conference

The Annual NAEPC Advanced Estate Planning Strategies Conference is the "go-to" multi-disciplinary event for estate planners from across the country and is available to every single member of every estate planning council, every estate planning professionals, and those who are not members of NAEPC.

Legal, accounting, CFP®, CTFA, EA, and PRP (formerly PACE) credit is requested in all states (including one hour of ethics credit, where applicable).  The program will not be filed for insurance or any state legal specialization credit, however.

Following the annual conference we host the Council Leadership Conference (formerly known as “Council Leadership Day”) where leaders from councils around the country convene to learn best practices to maintain and create a thriving local council from peers. These sessions are limited to individuals currently serving as volunteer board members or staff executive/administrator for a local council.

An exciting line-up of nationally-recognized speakers coupled with exciting locations and competitive registration fees make this signature annual event one that is not to be missed.

To learn more about the Advanced Estate Planning Strategies Conference, please visit our website

03/15/25