Online Registration

Register by August 8th for Early Bird Savings!

	Before 08/09/25	08/09/25 - 09/19/25	After 09/19/25
Advanced Estate Planning Strategies Conference with Council Leadership Conference Pass	$1,445	$1.495	$1,545
Advanced Estate Planning Strategies Conference
• Member	$1,345	$1,395	$1,445
• Non-Member	$1,575	$1,625	$1,675
Monday or Tuesday Educational Day Pass
• Member	$545	$595	$645
• Non-Member	$620	$670	$720
Wednesday Educational Half-Day Pass
• Member	$445	$495	$545
• Non-Member	$495	$545	$595
Council Leadership Conference Pass	$285	$335	$385

Available Discounts

50% – NEW AEP® Designee since October 2023
$175 – AEP® Designee or EPLS Certificant
$50 – Member of any MD/VA/DC council
$100 – NAEPC Volunteer (currently serving on a committee)

"*" indicates required fields

Primary Registrant Details

Name*

First Middle Last

Nickname for Nametag (example: "Joe" instead of "Joseph")*

If you would like your preferred pronouns listed on your name badge, please include them here:

Firm Name*

Professional Degrees / Designations

(Will appear in the registration list and on your nametag.)

Primary Professional Discipline*

Address*

Street Address City State / Province / Region ZIP / Postal Code

Phone*

Cell Phone

Email*

Affiliated Local Council

Emergency Contact First and Last Name*

Emergency Contact Phone*

Continuing Education Credit

Please tell us what type of continuing education credit you will be requesting and provide your license numbers. For legal credit, please include the 2-letter state abbreviation in front of your identification number (example: NY1234567). If you have multiple states, simply separate each entry by comma (example: NY1234567,NJ1234567).

Type of Continuing Education Credit

CLE - Legal

CPE - Accounting

CFP - Certified Financial Planner®

CTFA - Banking

EA - Enrolled Agent

PRP - Professional Recertification Program (formerly PACE)

AEP® (no ID required)

General Certificate (no ID required)

Certified Financial Planner® License Number*

CLE - Legal License Number*

CPE - Accounting License Number*

CTFA - Banking License Number*

PRP License Number*

Enrolled Agent License Number*

The conference offers up to 16 hours of continuing education credit.

The following credit will be requested in all states: legal, accounting, CFP®, CTFA, EA and PRP (including one hour of ethics credit, where applicable) for Monday, October 20th, Tuesday, October 21st and Wednesday, October 22nd. The program will not be filed for insurance credit. NAEPC does not file the program for legal specialization credit - please contact our office if you require this type of credit so we can investigate its availability. Individual states and governing bodies, coupled with your attendance and participation in attendance tracking, determine the total number of hours and type of credit awarded. License numbers are required on-site to receive credit. Approvals begin to arrive 1-1/2 to 2 months prior to the conference and will continue to do so until the event begins; a link to approval information will be posted on our website.

Continuing education credit is administered by the National Association of Insurance and Financial Advisors (NAIFA).

Social Registrant Details

Only social registrants may attend conference-related breakfasts and receptions. Communications will be sent directly to the social registrant, so please make sure to provide us with his/her/their email address.

I am registering a social registrant ($400):

Yes

Name*

First Middle Last

Nickname for Nametag

If you would like your preferred pronouns listed on your name badge, please include them here:

Address*

Street Address City State / Province / Region ZIP / Postal Code

Phone

Social Registrant's Direct Cell Phone

Social Registrant's Direct Email*

May we include contact information for this registrant on a social registrant only list?*

Yes

Membership Status

Check all that apply:*

Officer or Director of Affiliated Council

Member of an Affiliated Council or At-Large Member of NAEPC

Administrator / Compensated Staff Executive for Affiliated Council

Non-Member

Registration Packages

Indicate Membership Status above to see available Full Conference and Single Day Pass options.

Options

Advanced Estate Planning Strategies Conference with Council Leadership Conference: $1,445.00 - Includes technical education sessions, access to the attendee library of materials, Council Leadership Conference sessions, conference breakfasts & luncheons, and receptions.
Advanced Estate Planning Strategies Conference: $1,345.00 - Includes the Sunday and Monday evening receptions, technical education sessions, access to the attendee library of materials, and conference breakfasts and luncheons.

Conference Member Packages

Full Advanced Estate Planning Strategies Conference with Council Leadership Conference - $1,445.00

Full Advanced Estate Planning Strategies Conference - $1,345.00

I will be buying a single day pass.

Non-Member Conference Packages

Includes the Sunday and Monday evening receptions, technical education sessions, access to the attendee library of materials, and conference breakfasts & luncheons.

Full Advanced Estate Planning Strategies Conference - Non-Member - $1,575.00

I will be buying a single day pass

Full Conference - Administrator / Compensated Staff Executive for Affiliated Council

Includes the half-day executive session on Wednesday; Council Leadership Conference sessions; materials; breakfast, lunch and the private executive-only dinner on Wednesday; and breakfast on Thursday (this registration is only available to paid staff members of affiliated councils).

Complimentary

Full Conference - Administrator / Compensated Staff Executive for Affiliated Council

Includes the half-day executive session on Wednesday; Council Leadership Conference sessions; materials; the Tuesday evening reception; breakfast, lunch and the private executive-only dinner on Wednesday; and breakfast on Thursday (this registration is only available to paid staff members of affiliated councils).

Complimentary (plus social registrant fee)

Single Day Passes

Include sessions, access to the attendee library of materials, and conference-provided meals on the date(s) chosen. If you purchase a Monday Pass the Sunday evening reception is also included.

Monday Pass

Monday Pass - Members: $545.00

Monday Pass - Non-Members: $620.00

Not Attending Monday

Tuesday Pass

Tuesday Pass - Members: $545.00

Tuesday Pass - Non-Members: $620.00

Not Attending Tuesday

Wednesday Pass

Wednesday Pass - Members: $445.00

Wednesday Pass - Non-Members: $495.00

Not Attending Wednesday

Council Leadership Conference

Council Leadership Conference (Wednesday afternoon and Thursday morning): $285.00

Not Attending Council Leadership Conference

I would like to attend the “Dine Around” on Wednesday, October 22nd at 7:00 pm.*

Connect with other council leaders at small group dinners following the Council Rewards Reception.

Yes

Conference Customization

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Sponsored Bonus Sessions: Monday, October 20 - 7:15 am to 7:45 am

TBD

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Sponsored Bonus Sessions: Tuesday, October 21 - 7:15 am to 7:45 am

TBD

Events You Plan to Attend

VIP Reception for NAEPC Board, Past Presidents, and Council Leaders on Sunday evening at 4:30 pm

Opening Reception on Sunday evening at 5:00 pm

Fitness Activity on Monday morning at 6:00 am

Reception on Monday evening at 5:00 pm

Supplemental Session Choices

Private Networking and Book Signing for AEP® designees and EPLS Certificants on Tuesday, October 21st at 5:30 pm

AEP® from A-Z Informational Session during breakfast on Wednesday, October 22nd - For those interested in learning more about or attaining the AEP® designation, this session offers the perfect opportunity to have your questions answered by the experts at NAEPC.

Private Lunch for AEP® designees and EPLS Certificants on Wednesday, October 22nd at 12:30 pm

Learning Pod Choices (preferred)

This year's conference offers a wide range of learning pod topics. Please select up to five choices:

Learning Pod Choices (backup)

In the event that one of your Learning Pod choices is full, please select a separate backup option:

Learning Pod Choices - Other Topics

Please let us know of any topics you would like to discuss that are not found in the above list.

What time of year is most convenient for you to attend the NAEPC annual conference?

In order to plan for future conferences, please let us let when you would be most likely to attend:

Winter: February / March

Spring: April / May

Summer: June / July

Fall: September / October

What market do you serve? What percentage of your clients fall into these ranges?

Please let us know what type of clients you serve so that we can present topics that are relevant to the market you serve.

Below $5M

Please enter a number from 0 to 100.

Between $5M-$10M

Please enter a number from 0 to 100.

Between $10M-$50M

Please enter a number from 0 to 100.

$50M and above

Please enter a number from 0 to 100.

Total

Social Registrant Package

Includes the reception Sunday evening, Monday breakfast and reception, Tuesday and Wednesday breakfasts.

Social Registrant Fee - $400.00

Social Registrant Event Attendance

Opening Reception on Sunday evening at 5:00 pm

Fitness Activity on Monday morning at 6:00 am

Breakfast on Monday morning at 7:00 am

Reception on Monday at 5:00 pm

Breakfast on Tuesday morning at 7:00 am

Breakfast on Wednesday morning at 7:00 am

Discounts

NEW Accredited Estate Planner® Designee since October 2023 (50%)

Accredited Estate Planner® Designee or Estate Planning Law Specialist Certificant ($175)

Maryland/Virginia/Washington, DC Estate Planning Council Member Discount ($50)

NAEPC Volunteer, serving as a volunteer on one or more committees of NAEPC ($100)

Past President of NAEPC

Past President of NAEPC (attending with social registrant)

Council of Excellence Recipient

I have discount code

Discount Code*

Past President Events You'll Attend*

Select all that apply.

Past President’s Meeting - Sunday, October 19 at 3:00 pm

President’s Reception - Tuesday, October 21 at 6:30 pm

Neither

Maryland/Virginia/DC Member Discount

$0.00

New Accredited Estate Planner® Designee Discount

$0.00

NAEPC Volunteer Discount

$0.00

Council of Excellence Discount

$0.00

Past President Discount

$0.00

Discount Code

$0.00

Accredited Estate Planner Designee Discount

$0.00

Non-Member Discounts

Non-Member Discount Code Option

I have a discount code

Discount Code*

Discount

$0.00

Payment Method

Total

Credit Card*

Card Details

Cardholder Name

Cancellation / Transfer

A request for a cancellation / transfer must be received via email to conference@naepc.org. A full refund for a cancellation will be granted if notice is received on or before September 19, 2025. Those who cancel between September 20, 2025, and October 3, 2025, will forfeit a $200 administrative fee. No refunds will be granted after October 3, 2025 for any reason; requests to transfer registration to another individual will be accommodated.

NAEPC Event Conduct Statement

The National Association of Estate Planners & Councils (NAEPC) is committed to providing all participants at our events with an inclusive and professional environment where they feel comfortable. These events include, but are not limited to: educational conferences and supplemental activities or programs included as a part of these events; webinars; and virtual and in-person board and committee activities and meetings; or presentations before local councils or to other organizations when speaking on behalf of NAEPC.

Participants, who include attendees and their guests, volunteers, vendors, staff, and all others, are expected to conduct themselves in a manner that is welcoming, respectful and free from any form of discrimination, harassment, or retaliation. Disruptive or harassing behavior of any kind will not be tolerated. Participants asked to stop such behavior are expected to comply immediately.

Participants at in-person events who feel unwell or exhibit signs of illness are asked not to attend the event or portions thereof.

Questions with regard to this policy may be directed to the NAEPC administrative team, the president, or any executive committee member either in-person, via phone to 866-226-2224, by email to admin@naepc.org, or by postal mail to the national office.

CAPTCHA

By clicking Submit and completing this conference registration, I acknowledge that I have read and completely understand the availability of continuing education credit and the cancellation / transfer policy. I have also read, understand, and agree to adhere to the NAEPC Event Conduct Statement and the terms and conditions of conference registration.

Name

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