The Estate Planners Forum Is Back,
All New for 2027,
and Waiting for You!

The NAEPC Estate Planners Forum is entering a new chapter, and we invite you to join us from May 3 – 6, 2027, for an all-new conference experience designed to bring estate planning professionals together for timely education, fresh perspectives, and meaningful connections across disciplines.

What’s New?
Monday afternoon Precursor CFP® ethics session
Two days of technical education, meaning less time away from home and your office
A significantly reduced registration fee and more affordable accommodations

Set at the beautiful Saddlebrook Resort near Tampa, Florida, the 2027 Forum combines practical, relevant education with valuable opportunities to build relationships, exchange ideas, and strengthen the professional connections that make exceptional estate planning possible.

One community.
Multiple perspectives.
A shared commitment to better outcomes for clients.

Why Attend? 

• Education That Matters – Explore timely topics and practical insights you can put to work for the clients you serve.
• A Multi-disciplinary Perspective – Learn alongside professionals from across the estate planning community and discover new ways to collaborate.
• Connections That Count – Build relationships with colleagues, industry experts, and potential referral partners from across the country.
• A Fresh Conference Experience – Enjoy a streamlined spring schedule in a welcoming resort setting designed to make the most of your time away from the office.

Make Plans to Join Us
From engaging educational sessions to conversations that continue long after the presentations end, the Estate Planners Forum offers an opportunity to invest in your professional growth and the strength of your network.

Join us at Saddlebrook Resort for the 2027 Estate Planners Forum: The Multi-Disciplinary Collaborative Conference.

Stay Connected

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