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57th Annual NAEPC 
Advanced Estate Planning Strategies
Virtual Conference

November 10, 2020 ∙ 11:30 am ET - 5:00 pm ET

  Be Part of Something BIG

The 57th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference brings nationally-recognized speakers on topics of interest to multi-disciplinary professionals right to you at your desk and provides an opportunity to cultivate your national network of estate planning professionals.  The conference is for every member of every estate planning council and all estate planning professionals

The 57th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference is planned for November 10, 2020 from 11:30 am ET - 5:00 pm ET and is complimentary for your council’s members and guests due to the generous support of sponsors and exhibitors.  It will bring nationally-recognized speakers right to the desks of your members while offering them an opportunity to cultivate a national network of estate planning professionals and was created for every member of every estate planning council and all estate planning professionals. 


Join us to hear from industry leaders and NAEPC Estate Planning Hall of Fame® members Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished), Richard M. Weber, MBA, CLU®, AEP® (Distinguished, and Natalie B. Choate, Esq., AEP® (Distinguished) and to participate in a conference that goes beyond a typical Zoom meeting.  Your members will have the ability to interact with one another during the conference and with sponsors and exhibitors in a virtual exhibit hall.  The annual conference will also serve as the association’s annual meeting and election of officers and we’ll be making a very big announcement during our time together.

View the full conference schedule of events, information about continuing education credit offerings, and register at www.NAEPC.org/conference


Our meeting sponsorships are filling up quickly for 2020-21.  Hold the spotlight amongst your peers!  

Sponsors will also be able to distribute literature at the dinner meeting by placing the items on the chairs in the meeting room.

Sponsors will be listed on the Estate Planning Council Meeting Announcements as the Meeting Sponsor which is sent to all members, prospective members and past members.

Sponsors will be given a three-minute segment during the dinner program to introduce themselves to the group.

Sponsors will be given a link from the Estate Planning Council website to their website for the quarter in which they sponsor a meeting.

One dinner for the Sponsor will be provided at no additional cost.  Any guest(s) of the Meeting Sponsor will be required to pay for their dinner(s).

Cost for the meeting sponsorship is $450.00

To secure your sponsorship, contact Melissa Simpson at 717-317-9117 or LancasterEPC@gmail.com


We look forward to seeing you!  

All Meetings are held at the Lancaster Country Club,

1466 New Holland Pike, Lancaster, PA



MEMBERSHIP:  Our Council consists of over 100 members from various disciplines including accountants, attorneys, insurance and financial advisors, trust officers and other related professionals.  Our members meet four times per year for networking and an educational seminar on current estate planning topics. All meetings are held at the Lancaster Country Club, Lancaster, PA.  To join our Council, please complete our membership form or contact Melissa Simpson, Association Manager, for more information at 717-317-9117 or LancasterEPC@gmail.com.


Lancaster County Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.

2020-21 Partnerships Available!  2020-21 Partnerships Available!