Grow from
expert to authority
Advanced Estate Planning
Monday, June 11 — Wednesday, June 13

With tried-and-true wisdom and innovative strategies attuned to the market’s flux, you’ll have the tools you need to build a winning combination for generations of success. You’ll get up to speed on the most current aspects of estate, gift and inheritance planning. Respected experts will share updates from the Hill, with advanced technical training, interactive sessions, case studies and more.

Don't miss this advanced-level opportunity to discover sophisticated insights into estate planning's newest challenges, and gain the resources to effectively construct your clients' estate plans.

Three days of engagement


Why should you attend?

Focus on sophisticated insights into the issues and pressing challenges facing your clients today. Combined with the many networking sessions with thought leaders and peers from across the country, this event delivers the tools and skills you need to assert your standing as an estate planning specialist for your current and future clients.


Who will be there?

  • Professionals with a fundamental knowledge of estate planning
  • CPAs
  • Financial planners
  • Attorneys
  • Insurance agents
  • Tax advisers

On-site: Networking with Peers

  • Recognize your peers and vendors with color coded badges
  • Meet colleagues outside of your main focus area and compare learnings and best practices that effect the profession.

Quality Experience for Online Conference Attendees

  • Online attendees will be able to easily sort sessions and enter chat rooms specific to your focus areas.
  • Enjoy online only events such as live Q&A sessions with keynotes

2017 Highlights