Estate Planning and Wealth Management Forum

    2025 SPONSORSHIP PACKET

    Estate Planning and Wealth Management Forum (formerly Estate Planners Day) presented by Queens University of Charlotte 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. Estate Planning and Wealth Management Forum is the longest continually running public event in Queens’ history.


     
    47th Annual
    Estate Planning and Wealth Management Forum
     
    Wednesday, 21, 2025
    7:15AM - 5:00PM
    Reception: 5:00PM - 6:00PM
     
    Sarah Belk Gambrell Center for the Arts and Civic Engagement
    Queens University of Charlotte
    2319 Wellesley Avenue
    Charlotte, NC 28207
     

          2024 STATS

    340+ attendees from 10 states & Washington, DC
    140 companies and organizations represented
    +1,800 continuing education credit hours awarded
     

    ABOUT QUEENS

    Queens University of Charlotte is located in one of America’s fastest growing cities, offering an extended classroom to students and a direct pipeline to meaningful careers for graduates. On track to become the national private university of Charlotte, Queens University serves around 2,000 students in undergraduate and masters-level programs across the liberal arts and sciences as well as the professional fields of business, communication, nursing, health, and education. 

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    PRESENTING RECEPTION SPONSOR - $10,000

    • Exclusive host of post-conference reception
    • Opportunity to provide branded décor for reception space
    • Opportunity to invite guests to the reception
    • Speaking opportunity at the podium before the reception (approximately 3 minutes)
    • Opportunity to include promotional materials in gift bags (excluding notepads)
    • Opportunity to include an industry-specific article in marketing email before event
    • Ten (10) complimentary in-person conference registrations
    Also Includes:
    • Tabletop exhibition space with priority placement at the conference
    • List of conference attendees with contact information two weeks before and after the event
    • Opportunity to provide a raffle item for drawing during the reception
    • Podium recognition as Presenting Sponsor
    • Top-level logo placement on the conference website, presentation, day-of signage, program, digital platform and email campaigns
    • Company description in the program
    Tax Deductible Amount - $6,750

     

    PREMIER DINNER SPONSOR - $7,500 (Fulfilled) 

    • Company recognition on the dinner invitation
    • Speaking opportunity at dinner (approximately 5 minutes)
    • Opportunity to invite guests to dinner (number agreed upon with Dinner Chair)
    • Opportunity to include promotional materials in gift bags (excluding notepads)
    • Six (6) complimentary in-person conference registrations
    Also Includes:
    • Tabletop exhibition space at the conference (as available)
    • List of conference attendees with contact information two weeks before and after the event
    • Opportunity to provide a raffle item for drawing during the reception
    • Podium recognition as Premier Dinner Sponsor
    • Logo placement on presentation, day-of signage, program, digital platform, and email campaigns
    • Company recognition on the conference website
    • Company description in the program
    Tax Deductible Amount - $5,340

     

    PREMIER CONFERENCE MATERIALS SPONSOR - $5,500 (Fulfilled) 

    • Logo placement on conference gift bags, notepads, pens and binders
    • Opportunity to introduce session speaker of choice (1-2 minutes)
    • Opportunity to include promotional materials in gift bags (excluding notepads)
    • Opportunity to include promotional materials in speaker greenrooms and backstage
    • Five (5) complimentary in-person conference registrations
    Also Includes:
    • Tabletop exhibition space at the conference (as available)
    • List of conference attendees with contact information two weeks before and after the event
    • Opportunity to provide a raffle item for drawing during the reception
    • Podium recognition as Premier Conference Materials Sponsor
    • Logo placement on presentation, day-of signage, program, digital platform and email campaigns
    • Company recognition on the conference website
    • Company description in the program
    Tax Deductible Amount - $3,700

     

    PREMIER FOOD & BEVERAGE SPONSOR - $4,500

    *Two available spots - Breakfast or AM/PM Breaks, the Lunch spot has been fulfilled*
    • Logo placement on corresponding table signage
    • Speaking opportunity at the podium during the select time (1-2 minutes)
    • Opportunity to include promotional materials in gift bags (excluding pens and notepads)
    • Four (4) complimentary in-person conference registrations
    Also Includes:
    • Tabletop exhibition space at the conference (as available)
    • List of conference attendees with contact information two weeks before and after the event
    • Opportunity to provide a raffle item for drawing during the reception
    • Podium recognition as Premier Food & Beverage Sponsor
    • Logo placement on presentation, day-of signage, program, digital platform and email campaigns
    • Company recognition on the conference website
    • Company description in the program
    Tax Deductible Amount - $2,700

     

    PREMIER SESSION SPONSOR - $4,500 

    *Six available spots - One for each session*
    • Opportunity to introduce session speaker of choice (1-2 minutes)
    • Opportunity to include promotional materials in gift bags (excluding notepads)
    • Four (4) complimentary in-person conference registrations
    Also Includes:
    • Tabletop exhibition space at the conference (as available)
    • List of conference attendees with contact information two weeks before and after the event
    • Opportunity to provide a raffle item for drawing during the reception
    • Podium recognition as Premier Session Sponsor
    • Logo placement on presentation, day-of signage, program, digital platform and email campaigns
    • Company recognition on the conference website
    • Company description in the program
    Tax Deductible Amount - $2,700

     

    GENERAL SPONSOR - $3,500

    • Tabletop exhibition space at the conference (as available)
    • List of conference attendees with contact information after the event
    • Opportunity to provide a raffle item for drawing during the reception
    • Logo placement on presentation, program and digital platform
    • Company recognition on the conference website, day-of signage and email campaigns
    • Three (3) complimentary in-person conference registrations
    Tax Deductible Amount - $2,420

     

    SUPPORTING SPONSOR - $2,500

    • List of conference attendees with contact information after the event
    • Logo placement on presentation, program and digital platform
    • Company recognition on the conference website, day-of signage and email campaigns
    • Two (2) complimentary in-person conference registrations
    Tax Deductible Amount - $1,780

     

    SPONSORSHIP CONTACT

    To secure your sponsorship,
    Fill Out the Digital Sponsorship Commitment Form
    Reach out to     Allison Meyer-Tucker