61st Annual
NAEPC Advanced Estate Planning Strategies Conference

Date: Sunday, October 20, 2024
Time: 4:00pm - 12:00pm
Location: Anaheim, California I Disneyland® Resort

Become a Sponsor or Exhibitor

We invite your questions about sponsoring or exhibiting at this and upcoming NAEPC Annual Conferences. Please contact Ed Socorro at sponsorship@naepc.org or 312-600-5303 with questions or to be added to our distribution lists.

We are grateful to all of the sponsoring firms that allow us to provide members and guests with an exceptional conference each year,
including those shown below.  Please learn more about each by clicking on the firm's logo.









Continuing Education Credit

Legal, accounting, CFP®, CTFA and PACE credit will be requested in all states (including one hour of ethics credit, where applicable).  The program will not be filed for insurance or any state legal specialization credit. 

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.

Approval status will be communicated on our website approximately six weeks pre-conference.

Overnight Accommodations

It's not too early to reserve your room at Disneyland® Resort!  Become immersed in the spirit of Disneyland past and present during the Annual Estate Planning Strategies Conference.  Guestrooms at the Disneyland® Resort are sophisticated while still whimsical, paying loving tribute to the classic years of Disneyland Park. Upscale styling, state-of-the-art amenities, and special Disney furnishings provide a stay that you or your entire family will treasure.  With easy access to the Downtown Disney District and theme parks, you’ll have plenty of choices for evening adventures. 

The NAEPC room rate is $289 / night plus applicable taxes and fees and reservations can be made HERE.  Reservations must be made on or before Friday, September 20, 2024 to guarantee availability and must be made within the group block to obtain the NAEPC rate.

Experiencing Disneyland

Beginning Monday, April 29, 2024, attendees will have access to discounted theme park tickets, among other amenities, and Costco members can purchase gift cards with their membership, which may sometimes be on sale. 

​NAEPC Event Conduct Statement

All attendees must agree to follow the NAEPC Event Conduct Policy at the Annual Conference.​



Save the Date

62nd Annual NAEPC Advanced Estate Planning Strategies Conference & Council Leadership Conference
October 19 - 23, 2025
Fort Washington, Maryland I Gaylord National Resort & Convention Center


See Upcoming Event Calendar