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Who Should Attend?

The conference educational sessions are for every member of every estate planning council and all estate planning professionals regardless of membership status. The Annual Conference offers an opportunity to cultivate important new multi-disciplinary relationships while collaborating on cutting edge ideas and trends.

Following, we’ll host the Council Leadership Conference (formerly known as “Council Leadership Day”) where leaders from councils around the country convene to learn best practices to maintain and create a thriving local council from peers. These sessions are limited to individuals currently serving as volunteer board members or staff executive/administrator for a local council.