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48th Annual Estate Planning and Wealth Management Forum
Sarah Belk Gambrell Center for the Arts and Civic Engagement, Queens University of Charlotte
2319 Wellesley Ave
Charlotte, North Carolina 28274
United States of America
(704) 337-2466

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Thursday, April 30, 2026, 7:15 AM - 6:00 PM EDT
Category: Events

Estate Planners Day

The Estate Planning and Wealth Management Forum, formerly known as Estate Planners Day, is the premier one-day conference for estate planning and wealth management professionals in the Carolinas. The event features nationally recognized speakers, comprehensive educational sessions, and opportunities to network with peers and industry leaders. Attendees can earn continuing education credits while gaining insights into the latest strategies, trends, and best practices in estate planning and wealth management.

 

Conference Details

Thursday, April 30, 2026
Sarah Belk Gambrell Center for the Arts and Civic Engagement
Queens University of Charlotte

7:15 a.m. | Networking & Breakfast

8:00 a.m. – 5:00 p.m. | Conference

5:00-6:00 p.m. | Reception & Raffle

 

Agenda

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

Full Conference Agenda
Speaker Information

 


Registration

Early Bird Rate through March 13: $325

Register Today

 


Cancellation & Refund Policy

Cancellations received on or before Friday, April 17, 2026, will receive a refund minus a $75 cancellation fee. No refunds will be given after that time, and make-up continuing education credits will not be available. Registrations are transferable to another individual.

Continuing Education Credit

This program will be submitted for the following continuing education credit approval:

  • CFP
  • CLE – North Carolina
  • CLE – South Carolina
  • CPA
  • CTFA
  • North Carolina Insurance
  • Professional Recertification Program

 

Learn more about the event here.