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Estate Planning and Wealth Management Forum 2026

Thursday, April 30, 2026 at 7:15 AM until 6:00 PMEastern Daylight Time UTC -04:00

Sarah Belk Gambrell Center for the Arts and Civic Engagement
2319 Wellesley Ave
Charlotte, NC 28207
United States

Queens University of Charlotte

The 48th annual 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.

7:15 a.m. | Networking & Breakfast
8:00 a.m. – 4:45 p.m. | Conference
5:00 – 6:00 p.m. | Reception & Raffle

Attendee Information

Early Bird Registration Fee

$325

In addition to receiving a digital copy of all session materials, would you also like to receive a hard copy binder for $50?

Yes

Legal First Name

Preferred First Name

Last Name

Company/Organization Name

Email Address

Phone Number

Birthdate
For record verification purposes

Are you a member of the Charlotte Estate Planning Council or Financial Planning Association of Charlotte?

Yes

If you are a member of either, you receive a $15 discount

If other, please list

Is this your first time attending?

Yes

Are you a Queens alum?

Yes

Preferred Class Year

Dietary Restrictions or Special Accommodations

Continuing Education Credits

Other CE Accreditation

CFP Board ID #

Last four digits of your social security number

NC State Bar ID #

SC State Bar ID #

Full Name on NC Insurance License

NPN #

Payment Information

Billing Address

Country

Street

City

Region

Postal Code

Please consider adding the 3% credit card processing fee to your gift. This ensures that every dollar goes directly toward the student experience.

Yes

Please provide your credit card information.

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