{"id":410,"date":"2023-09-22T13:40:02","date_gmt":"2023-09-22T17:40:02","guid":{"rendered":"https:\/\/www.queens.edu\/attend\/?page_id=410"},"modified":"2026-08-11T14:26:34","modified_gmt":"2026-08-11T18:26:34","slug":"estate-planning","status":"publish","type":"page","link":"https:\/\/www.queens.edu\/attend\/estate-planning\/","title":{"rendered":"Estate Planning and Wealth Management Forum"},"content":{"rendered":"<div class=\"subheading-style-1\">The premier estate planning conference of the Carolinas<\/div>\n\n\n    \n<component\n  is=\"media-context\"\n  class=\"media-context media-context--light \"\n>\n  <div class=\"media-context__inner grid\">\n    <div class=\"media-context__context\">\n          \n<component is=\"context\" class=\"context context--medium context--dark \">\n          <p>Estate Planning and Wealth Management Forum (formerly Estate Planners Day) presented by 海角社区 is the premier estate planning conference of the Carolinas. This single-day, in-person conference offers a comprehensive educational program featuring nationally recognized experts, networking opportunities, sponsor booths, continuing education credits, and more.<\/p>\n\n    <\/component>    <\/div>\n    <div class=\"media-context__image\">\n                              <picture>\n      <source media=\"(min-width:768px)\" srcset=\"https:\/\/www.queens.edu\/attend\/wp-content\/uploads\/sites\/31\/2023\/09\/EPD22.jpg\">\n      <img decoding=\"async\"\n        class=\"media-context__img\"\n        src=\"https:\/\/www.queens.edu\/attend\/wp-content\/uploads\/sites\/31\/2023\/09\/EPD22.jpg\"\n        alt=\"Estate Planners day event\"\n      \/>\n    <\/picture>\n  \n                  <\/div>\n  <\/div>\n<\/component>\n\n\n<p class=\"wp-block-paragraph\">Estate Planning and Wealth Management Forum is the longest continually running public event in 海角社区\u2019 history.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Conference Details<\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\" style=\"font-size:25px\"><strong>Tuesday, May 11, 2027<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sarah Belk Gambrell Center for the Arts<br>and Civic Engagement<br>海角社区<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-medium-font-size wp-block-paragraph\">7:15 a.m. | Networking &amp; Breakfast<\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">8:00 a.m. \u2013 5:00 p.m. | Conference<\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">5:00-6:00 p.m. | Reception &amp; Raffle<\/p>\n<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Join our interest list to receive the most up-to-date information about the conference. Registration launches February 2027!<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/engage.queens.edu\/register\/EPWMinterest\" target=\"_blank\" rel=\"noreferrer noopener\">Interest List<\/a><\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Cancellation &amp; Refund Policy<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Cancellations received on or before <strong>Friday, April 30, 2027<\/strong>, 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.<\/p>\n\n\n\n  \n<component\n  class=\"accordion\"\n  is=\"accordion\"\n  v-slot=\"accordion\"\n      :single=\"1\"\n  >\n      <article class=\"accordion__panel\" data-accordion-panel>\n      <h3 class=\"accordion__header\">\n        <button\n            class=\"accordion__button\"\n            data-accordion-button\n            :aria-expanded=\"accordion.active.includes(0) ? true : false\"\n            @click=\"accordion.toggleActive(0, $event)\"\n        >\n          Continuing Education Credit\n          <span class=\"accordion__arrow-btn\">\n                  <svg class=\"\" style=\"enable-background:new 0 0 10 6\" viewBox=\"0 0 10 6\">\n      <path d=\"M.3.3c.4-.4 1-.4 1.4 0L5 3.6 8.3.3c.4-.4 1-.4 1.4 0 .4.4.4 1 0 1.4l-4 4c-.4.4-1 .4-1.4 0l-4-4C-.1 1.3-.1.7.3.3z\" style=\"fill-rule:evenodd; clip-rule:evenodd;\" \/>\n    <\/svg>\n  \n          <\/span>\n        <\/button>\n      <\/h3>\n      <div\n        class=\"accordion__window\"\n        data-accordion-window\n      >\n        <div\n          class=\"accordion__content\"\n          data-accordion-content\n        >\n          <div class=\"wysiwyg\">\n  <p>This program will be submitted for the following continuing education credit approval:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>CFP<\/li>\n<li>CLE \u2013 North Carolina<\/li>\n<li>CLE \u2013 South Carolina<\/li>\n<li>CPA<\/li>\n<li>CTFA<\/li>\n<li>North Carolina Insurance<\/li>\n<li>Professional Recertification Program<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n<\/div>        <\/div>\n      <\/div>\n    <\/article>\n  <\/component>\n\n\n<h2 class=\"wp-block-heading\">2027 Steering Committee<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Chair: <strong>Stephanie Daniel<\/strong>, Kirk Palmer &amp; Thigpen<br>Vice Chair: <strong>Doug Benson<\/strong>, Foundation For The Carolinas<br>Sponsor Chair: <strong>Pete Hunt<\/strong>, Rock Harbor Wealth Management<br>Speaker Chair: <strong>Tim Herbst<\/strong>, Bank of America Private Bank<br>Marketing Chair: <strong>Kathryn Wysong<\/strong><br>Immediate Past Chair: <strong>Matt Kain<\/strong>, Moore &amp; Van Allen, PLLC<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Evan Anderson<\/strong>, Bragg Financial<br><strong>Scott Angel<\/strong>, First Citizens Bank &#8211; Wealth Management<br><strong>Andrea Chomakos<\/strong>, Pendleton Square Trust<br><strong>Clint Crocker<\/strong>, Barry, Evans, Josephs &amp; Snipes<br><strong>Whitney Feld<\/strong>, Bissell Ballantyne Legacy Foundation<br><strong>Beth Funderburk<\/strong>, Miller McNeish &amp; Breedlove, PLLC<br><strong>Monica Hamilton<\/strong>, Choreo<br><strong>Kim Kirk<\/strong>, Johnston Allison Hord<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Clare Lawrence<\/strong>, Colony Family Offices<br><strong>Anthony Mastrogiacomo<\/strong>, Biltmore Family Offices<br><strong>Heather North<\/strong>, Brown Brothers Harriman<br><strong>Christian Robinson<\/strong>, Truist Wealth<br><strong>Ken Samuelson<\/strong>, Morehead Group<br><strong>John Sciascia<\/strong>, GreerWalker<br><strong>Van Smith<\/strong>, BCG Private Wealth Management<br><strong>Rob Snowden<\/strong>, SouthPark Valuation<br><strong>Joe Wall<\/strong>, CLA Connect<\/p>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Sponsors<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To learn more about sponsorship opportunities, review our <a href=\"https:\/\/www.queens.edu\/attend\/wp-content\/uploads\/sites\/31\/2026\/08\/2027-Estate-Planning-Wealth-Management-Forum-Sponsorship.pdf\" title=\"\">2027 Sponsorship Packet<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Conference Contact<\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Allison Meyer-Tucker<\/strong><br>Director, Strategic Partnerships and Events<br>704-337-2435<br><a href=\"mailto:meyer-tuckera@queens.edu?subject=\">meyer-tuckera@queens.edu<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Estate Planning and Wealth Management Forum is the longest continually running public event in 海角社区\u2019 history. Conference Details Tuesday, May 11, 2027 Sarah Belk Gambrell Center for the Artsand Civic Engagement海角社区 7:15 a.m. | Networking &amp; Breakfast 8:00 a.m. \u2013 5:00 p.m. | Conference 5:00-6:00 p.m. | Reception &amp; Raffle Join our [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page_with-sidebar.php","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"class_list":["post-410","page","type-page","status-publish","hentry"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.0.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"Estate Planning and Wealth Management Forum, presented by 海角社区, is the premier estate planning conference of the Carolinas.\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.queens.edu\/attend\/estate-planning\/\" \/>\n\t<meta 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