Queens University of Charlotte is pleased to offer the 44th Annual Estate Planners Day. This single day conference offers a comprehensive educational program for estate planning professionals. Nationally recognized experts will provide recent federal and state law updates and will cover timely and relevant 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.

Click here for full meeting details and agenda. 

WHO SHOULD ATTEND:

• Accountants
• Asset Managers
• Attorneys
• Financial Advisors
• Financial Planning Practitioners
• Insurance Professionals
• Philanthropy Professionals
• Trust Officers

Registration is open for the 44th Annual Estate Planners Day at Queens University of Charlotte on May 19, 2022. Estate Planners Day is a single day conference that offers a comprehensive education program for estate planning professionals. Nationally recognized experts will provide recent federal and state law updates and will cover topics in the fields of estate, tax, accounting, insurance, financial and charitable planning.

A link to register for in-person or virtual attendance is below. Please contact Cristin Corder Lee at [email protected] with any questions about the 2022 Estate Planners Day.

Speaker Spotlight: Phil Ferraro An Inside Look at Cybersecurity and Fraud – and How You Can Protect Yourself and Your Clients

Phillip Ferraro is a Managing Director for J.P. Morgan Asset & Wealth Management (AWM). Phil is the Head of the Cyber Advisory Program in the Private Bank’s Advice Lab. He is a seasoned professional with extensive expertise in Strategic Cybersecurity Program Management, Global Visioning/Positioning, Business Development and Financial Management with a wealth of experience in developing and implementing comprehensive cybersecurity and risk management programs. This session is pre-approved for the new NC CLE technology credit requirement for 2022.  

2022 Speakers

Brent Ciliano, First Citizens Bank
Dan Clifton, Strategas Securities
Diana Zeydel, Greenberg Traurig, P.A.
Ed Slott, Ed Slott and Company, LLC
Kim Kirk, Johnston, Allison & Hord, P.A.
Phil Ferraro, JP Morgan Chase
Tom Commito, Lincoln Financial Distributors

Click here for a conference agenda.

Registration
 

Estate Planners Day continues to be a hybrid event offering both in-person and virtual attendance on May 19, 2022.
 

In-Person Registration: $290

Virtual Registration: $260
 

Charlotte Estate Planning Council members receive a $15 registration discount