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Estate Planners Day 2020
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Estate Planners Day 2020

EPCNYC's annual one day educational & networking program.

9/16/2020
When: Wednesday, September 16, 2020
8:00 am - 6:00 pm
Where: Virtually
United States
Contact: Caitlin Borger
855.293.0784
« Go to Upcoming Event List  

Registration for this event is closed as of 2:00 PM ET 9/15/2020

 

ESTATE PLANNERS DAY 2020

   Join EPCNYC once again for our annual one day program
featuring a host of sessions on current topics and trends in estate planning.

 

Please note that this event has been rescheduled from May 6 to September 16, 2020. We will honor all registrations. If you need to discuss cancellation please email epcnyc@caphill.com.

UPDATE 7/8/20: EPCNYC is taking Estate Planners Day Virtual! We will be hosting our 1 day educational event through an online virtual event platform. More information to come soon!

 


VIEW THE CONFERENCE AGENDA HERE

MEET THE SPEAKERS HERE

ABOUT THE VIRTUAL CONFERENCE

 

Registration Details

BEFORE August 15
Member Rate: $200
Non-Member Rate: $300

AFTER August 15
Member Rate: $225
Non-Member Rate: $325

Registration closes 2:00 PM ET 9/15/2020


Multi-Ticket Discount

Do you have 4 or more individuals from your firm attending? Register all at once and receive the member early rate ($225) for everyone. Contact the EPCNYC Office for the form to register your attendees.

Discount Codes for Other Estate Planning Councils & Affiliated Organizations

If you belong to an Estate Planning Council other than the New York City Chapter or a similar organization, contact the EPCNYC Office for your registration discount code.

Tuition Assistance for Estate Planners Day


Individuals may apply for tuition assistance to attend Estate Planners Day, based on financial hardship. An individual wishing to attend, who has a genuine financial hardship, may apply in writing, no later than five (5) working days prior to the program, explaining the basis of his/her hardship, and, if approved, may receive tuition assistance, depending on circumstances.

  


Join Our Growing List of Sponsors!

Interested in Sponsoring, Exhibiting or Advertising?

Click Here for More Information

 

Thank you to our sponsors and exhibitors!

Headlining Sponsor

 

Exhibitors

Doyle
MPI 
Bonhams
SunTrust Private Wealth
WealthCounsel
Inspir

 

Partner Sponsor

Northern Trust

 

Associate Sponsor

American Cancer Society
Appraisers Association
Grassi

Heritage Auctions


Thank you to the 2020 Estate Planers Day Committee:
Co-Chairs, Pat Rafanelli & Mark Martiak

David Weinstock

Juliet Kalib

Hank Snyder

Lauren Rocklin

Ladidas Lunpkins

Craig Allen

Michael Schwartz


Contact the EPCNYC Office for questions or concerns.
epcnyc@caphill.com
855-293-0784

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