Continuing Education
This event offers up to 16 hours of continuing education credit for professionals in law, accounting, financial planning, and estate planning. Credits will be requested for:
- Legal (CLE) – Continuing Legal Education credit
- Accounting (CPE) – Continuing Professional Education credit
- CFP® – Certified Financial Planner designation credit
- CTFA – Certified Trust and Fiduciary Advisor designation credit
- EA – Enrolled Agent credit
- PRP – Professional Recertification Program (formerly PACE)
One hour of ethics credit may be available where applicable. A general certificate of completion will be provided for self-filing. Insurance and state legal specialization credits will not be filed. Continuing education is administered by the National Association of Insurance and Financial Advisors.
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What We’re All About
Expert-Level Education
The conference features nationally recognized speakers in estate planning, tax law, and wealth management. It offers in-depth sessions on cutting-edge strategies and developments, helping professionals stay ahead in a rapidly evolving field.
Multi-Disciplinary Collaboration
Attendees come from across the five primary estate planning disciplines: attorneys, CPAs, insurance and financial planning professionals, trust officers, and philanthropic advisors. This fosters a rich exchange of perspectives and encourages the team-based planning approaches that benefit clients.
Networking with the Profession’s Leaders
It’s a rare opportunity to connect with top professionals from around the country. Whether you’re seeking mentorship, partnerships, or referrals, the conference creates a valuable environment for relationship-building.
Practical, Actionable Strategies
Sessions are designed not just to educate but to equip attendees with tools and insights they can immediately apply in their practice.
