This program will submit accreditation for the following continuing education credit hours.
- CFP
- CLE – North Carolina
- CLE – South Carolina
- CPA
- CTFA
- North Carolina Insurance
- Professional Recertification Program
Estate Planning and Wealth Management Forum
Estate Planning and Wealth Management Forum
The premier estate planning conference of the Carolinas
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.
Conference Details
Wednesday, May 21, 2025
Sarah Belk Gambrell Center for the Arts
and Civic Engagement
Queens University of Charlotte
7:15 a.m. | Networking & Breakfast
8:00 a.m. – 5:00 p.m. | Conference
5:00-6:00 p.m. | Reception & Raffle
Agenda
For session descriptions, speaker information and more, please visit the agenda webpage.
Registration
Early Bird Rate through March 31: $325
Cancellation & Refund Policy
Cancellations received on or before Wednesday, May 7, 2025, 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.
Sponsorship
To learn more about sponsorship opportunities, visit our 2025 Sponsorship Packet.
Premier Sponsors
Arcadia Art Consultancy | Bank OZK | Barry, Evans, Josephs & Snipes | Bernstein Private Wealth Management | Chilton Trust | Colony Family Offices & Trust Company | First Citizens Wealth Management | GreerWalker LLP | Mercer Advisors | Morehead Group | Truist Wealth | Wells Fargo Wealth & Investment Management
General Sponsors
Bessemer Trust | Choreo™ | Cumberland Trust | DOYLE: Auctioneers & Appraisers | Elliot Davis | Old North State Trust | Park National Bank | Quest | South Park Advisors | Steen Valuation Group | Your HCPOA, LLC
Supporting Sponsors
Advocacy Trust | Beacon Pointe Advisors | Brown Brothers Harriman | Culp Elliott & Carpenter, PLLC | Johnston Allison & Hord | McShane Partners a Waverly Company | Miller McNeish & Breedlove, PLLC | Moore & Van Allen | National Christian Foundation Carolinas | Perrin Legal | Robinson Bradshaw | SignatureFD | The Village on Morehead | Verum Partners
Steering Committee
Chair: Beth Funderburk, Miller McNeish & Breedlove, PLLC
Vice Chair: Matt Kain, Moore & Van Allen
Sponsorship Chair: Pete Hunt, Exencial Wealth Advisors
Dinner Chair: Gerald Applefield, Barry, Evans, Josephs & Snipes
Marketing Chair: Kathryn Wysong
Immediate Past Chair: Christian Robinson, Truist
Kyle Agee, Johnston, Allison & Hord
Scott Angel, First Citizens Bank – Wealth Management
Doug Benson, Foundation For The Carolinas
Stephanie Daniel, Kirk Palmer & Thigpen
Jay Eich, Trust Company of the South
Monica Hamilton, Choreo
Jessica Hardin, Robinson Bradshaw
Tim Herbst, Bank of America Private Bank
Leah Maybry, SignatureFD
Janice McGunnigle, Alpha Financial Advisors
Ken Samuelson, Morehead Group
Van Smith, BCG Private Wealth Management
Sandi Thorman, GreerWalker
Conference Contact
Director
Allison Meyer-Tucker
meyer-tuckera@queens.edu