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Professional Services
64th edition
The NAEPC Advanced Estate Planning Strategies Conference is a top-tier educational event for estate planning professionals, featuring expert speakers on technical, legal, and tax issues.
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⚠️ The exhibitor list for this event isn't publicly accessible yet. We'll work on it once you submit a request.
Venue
The Westin CharlotteHotel venue · 4,435 m² · 2 halls · ~2,035 people
Upscale hotel in Uptown Charlotte, North Carolina, adjacent to the Charlotte Convention Center. Features over 47,000 square feet of versatile meeting and event space, including the Grand Ballroom and Providence Ballroom, designed for corporate meetings, conferences, and social events.
📍 601 S College St, 28202 Charlotte, US
Operated by Marriott International
Organizer
National Association of Estate Planners & Councils (NAEPC)Nonprofit · Westlake, United States · Founded 1962
National organization of affiliated estate planning councils and professionals providing education and credentials.
Why people attend
To gain advanced knowledge, earn CPE credits, and connect with peers in the estate planning industry.
Sample matches
Filtered to a Series-B SaaS ICP. Your filter will be different.
Sample Match A
example.com
"Strong ICP match: Series B, EU expansion, VP Engineering and CTO attending."
Sample Match B
example.io
"Mid-stage SaaS with active GTM motion; product-led growth signals align with ICP."
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████████.io
"████████████████████████████████████████."
Submit your ICP
to unlock all matches
████████ ██████
████████.io
"████████████████████████████████████████."
Submit your ICP
to unlock all matches
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