57th Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders

Date: Tuesday, November 3, 2020
Time: 7:00am - 5:00pm
Location: Marriott Harbor Beach Resort & Spa - November 3 - 6, 2020 - Ft. Lauderdale, Florida

Who should attend?
The 57th Annual NAEPC Advanced Estate Planning Strategies Conference will feature nationally-recognized speakers on advanced planning topics of interest to allied professionals and provides opportunities for attendees to build multi-disciplinary relationships and collaborate on cutting edge ideas and trends. The conference educational sessions are for every member of every estate planning council and all estate planning professionals.  Educational sessions take place the entire day of Wednesday, November 4, 2020 and Thursday, November 5, 2020 and end at 12:15 pm on Friday, November 6, 2020. 

We are grateful for the support our sponsors & exhibitors, including:

Premier Sponsor


Partner Sponsors



Pre-Conference Sessions (also known as Council Leadership Day)

Council Leadership Day will take place on Tuesday, November 3, 2020.  Sessions will begin at 8:00 am with the first of multiple "learning pods".  The association's annual meeting and council awards ceremony will take place during a luncheon, learning pods will continue, and the day will conclude with sharing sessions by council size and an opening reception.  

Who should attend?
The day 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.  Please contact NAEPC if your council is not affiliated and you are interested in attending.

What's a "learning pod"?  
Learning pods are small group workshops where council leaders can share their experience and learn from one another, all based on a single subject.  At the time of registration attendees will be asked to choose their sessions from a list of topics, allowing you to focus on what is most important to your council right now.  If your council is sending multiple leaders, please make sure to register for different sessions so you receive the full benefit of the day.

Special Note for Council Executives (Paid Staff)
Council Executive attendance for Tuesday's Pre-Conference Sessions is encouraged.  For this special group of individuals we also offer time with the NAEPC Webmaster, a private dinner on Tuesday evening with the national office team, and a half-day development session on Wednesday morning.  The registration fee is waived for council executives. 

Registration Options, Cost, and Cancellation Policy

Single day passes and packages will be available.  Registration is expected to open or or near April 1st. 

Marriott Harbor Beach Resort & Spa

Breathe in the crisp ocean air and immerse yourself in the warmth of the Sunshine State at the Fort Lauderdale Marriott Harbor Beach Resort & Spa. Situated along a quarter-mile of private beach, the hotel provides tropical tranquility while also offering easy access to attractions including Las Olas Boulevard and Fort Lauderdale Airport. 

More information about the room rate and block is coming soon.

Sponsorship & Exhibitor Opportunities

NAEPC offers a unique and affordable opportunity to connect with members at the annual conference, many of whom report back to their affiliated local estate planning council about their experience!  Don't miss your opportunity to participate in NAEPC's only national, face-to-face meeting each year.

Questions about sponsoring or exhibiting may be directed to Ed Socorro at ESocorro@NAEPCmarketing.org or 312-600-5303.

Highlights from Prior Annual Conferences 

‚ÄčNAEPC Event Conduct Statement

The National Association of Estate Planners & Councils (NAEPC) is committed to providing all participants at our events with an inclusive and professional environment where they feel comfortable.  These events include, but are not limited to: educational conferences and supplemental activities or programs included as a part of these events; webinars; and virtual and in-person board and committee activities and meetings; or presentations before local councils or to other organizations when speaking on behalf of NAEPC.

Participants, who include attendees and their guests, volunteers, vendors, staff, and all others, are expected to conduct themselves in a manner that is welcoming, respectful and free from any form of discrimination, harassment, or retaliation.   Disruptive or harassing behavior of any kind will not be tolerated. Participants asked to stop such behavior are expected to comply immediately.

Add to My Outlook Calendar

Add to My Google Calendar

See Upcoming Event Calendar