Print Page   |   Report Abuse   |   Sign In   |   Join
Community Search
Estate Planners Day 2020
Share |
2020 EPCNYC Annual Conference

EPCNYC would like to thank all of our attendees, speakers and sponsors for helping to make this year's Virtual Estate Planners Day a success. We are grateful for your support and look forward to seeing you again soon.

Any previously registered attendees can access the event site where they can view recordings, slides and message other attendees


EPCNYC's Annual One Day Conference is going virtual! Join us on September 16th, 2020, to participate once again in our annual one day program featuring a host of sessions on current topics and trends in estate planning.


Originally scheduled for May 2020, Estate Planners Day 2020 was re-scheduled due to COVID-19.  To ensure everyone’s safety, and given continuing restrictions on in-person meetings and travel for many companies, EPCNYC will host Estate Planners Day 2020 as a virtual experience.



EPCNYC is pleased to host Estate Planners Day 2020 virtually and bring together a strong network of companies, thought leaders, and decision-makers through a dynamic and user-friendly on-line experience. We will be using a fully-integrated virtual platform to host all of the conference keynotes, educational sessions and virtual exhibit booths associated with this year’s Estate Planners Day. 
To learn more about our virtual conference platform provider, GTR, please click here.




The Conference agenda will include informative virtual keynotes, and panel presentations featuring experts in the field of estate planning. All sessions are scheduled for 60 minutes including live Q&A. There will be opportunities for CPE, CLE, CTFA, LA, and CFP credits.

Each session will have a Q&A with the audience after presentations have concluded. The Conference will also feature virtual exhibit booths. All sessions will be recorded and available to paid attendees for one year.



Cancellation Policy:

Please view our cancellation policy here. A full refund will be given to those who had originally registered for the event in May and can no longer attend the new date.



Multi-Ticket Discount:


Do you have 4 or more individuals from your firm attending? Register all at once and receive the member early rate ($200) 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.



Must Register Before August 15


Member.......... $200
Non-Member......... $300




Member..........  $225
Non-Member..........  $325






We will be offering CPE, CLE, CTFA, LA, and CFP credits for this event. Below will find a CE attendance verification form. To receive credits please select which credits you would like to apply for on the first page. Then please complete the pages for EACH credit you would like. Only fully completed forms will be sent to each board for approval. There will be two codes given verbally in EACH SESSION by our session moderators. Please mark those codes down on each page you would like to apply for. If you do not write down the code on each credit page you would like to receive, you will not be eligible for credit. This form MUST be submitted to or by fax at 518.463.8656 NO LATER THAN 5 PM EST on September 23, 2020. Forms submitted after this date are not guaranteed to receive the credits.


8.75 CTFA credits have been approved.

7 CFP credits have been approved.

CLE credit is pending for this program, including 1 Diversity CLE.

5 LA credits have been approved.


Attendance Verification Form







Thank you to our exhibitors!



Partner Sponsor

Northern Trust

Associate Sponsor

American Cancer Society
Appraisers Association

Heritage Auctions

Membership Software Powered by YourMembership  ::  Legal