Save the Date
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Post-Conference Sessions for Council Leaders
November 12 - 16, 2023

Date: Sunday, November 12, 2023
Time: 5:00pm - 6:30pm
Location: Fort Lauderdale, Florida / Marriott Harbor Beach Resort & Spa

New Schedule... Same Fantastic Conference

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Who Should Attend?

The conference educational sessions are for YOU!  Every member of every estate planning council and all estate planning professionals, regardless of membership status, are invited to attend.  Featuring nationally-recognized speakers on advanced topics, the Annual Conference offers an opportunity to cultivate important new multi-disciplinary relationships while collaborating on cutting edge ideas and trends. 

Post-Conference Sessions for Council Leaders

The post-conference sessions, also known as “Council Leadership Day”, will now begin on November 15, 2023 and conclude at approximately 12:00 pm on November 16, 2023. Our time together will include "learning pods" (small, topic-based workshops where council leaders share topic-based experiences, best practices, and learn from one another), sessions for councils of like-size, a new evening reception honoring the councils receiving annual awards, and additional time during Wednesday evening to spend time with other leaders. 

Who should attend?

The day is for volunteer leaders and staff executives of estate planning councils affiliated with NAEPC.  NAEPC recommends sending at least one officer at the vice-president level or under and the council's executive.  


Registration will open April, 2023.

Overnight Accommodations

We are delighted to return to Fort Lauderdale, Florida and Marriott Harbor Beach Resort & Spa. The hotel perfectly blends relaxed tropical serenity with Marriott’s well-known standard of service. Attendees will experience a beachfront location with modern and plentiful amenities close to shops, dining, and nightlife for the perfect marriage of conference + relaxation.  The NAEPC room rate is $269 (single / double occupancy, exclusive of taxes and fees) plus a $15 resort fee. 

The room block will open April, 2023.

Support Opportunities

We welcome your questions about sponsoring or exhibiting at this and upcoming annual conferences. Please contact Ed Socorro at or 312-600-5303 with questions or to be added to our distribution lists.

Your comfort and safety is important to us.  All attendees must agree to follow the NAEPC Event Conduct Policy at the Annual Conference.

Please see
for the most complete and current conference information.



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