Maximize Your Impact At NAEPC Advanced Estate Planning Strategies Conference 2025
The NAEPC Advanced Estate Planning Strategies Conference 2025, set for October 19, brings together leading estate planners, wealth managers, attorneys, and trust officers focused on high-value estate, tax, and succession planning strategies. The event is highly regarded across the financial, legal, and wealth advisory sectors for shaping policy and practice at both firmwide and client-service levels.
Attendees typically include senior decision-makers from estate law firms, private wealth advisory firms, family offices, and financial institutions. These professionals often carry substantial authority over budget allocations, third-party advisor relationships, and technology adoption for client planning platforms. Many use the conference to evaluate potential vendors, form strategic partnerships, and stay current on advanced planning opportunities and legislative updates.
The enriched attendee list from Vendelux equips your team with insights into who will be present, including firm type, job responsibilities, and business priorities. Early outreach gives you a powerful advantage—by the time attendees are on-site, priorities are set and meetings are scheduled. Connecting in advance with conference attendees ensures your company is considered during real-time decision-making.
How Sales, Marketing and Revops Teams Can Use This Attendee List
The NAEPC Advanced Estate Planning Strategies Conference is a unique opportunity to engage with professionals responsible for advising high-net-worth clients and managing client-facing platforms. These individuals are solution-oriented and open to tools that streamline compliance, provide forecasting insights, or optimize internal knowledge-sharing systems.
Using Vendelux’s enriched conference attendee list, your sales or marketing team can segment contacts by firm type—whether national wealth advisors, estate law specialists, or CPA-affiliated planners—and then tailor messaging to their client service models. Teams can schedule early campaigns focused on the regulatory or legislative updates most relevant to their practice areas.
With many attendees holding the power to make or strongly influence software and service-related choices, outreach before the event can lead to confirmed on-site meetings. By understanding attendees’ job titles, companies, and geographies through the enriched attendee data, you can prioritize budget-holding contacts over general interest observers.
Follow-ups post-event are more effective when grounded in authentic touchpoints. Referencing a session they attended, a conversation held in Maryland, or a shared planning topic builds credibility and extends the engagement lifecycle beyond the conference floor.
Timing Is Everything
The NAEPC Advanced Estate Planning Strategies Conference 2025 will be held on October 19, 2025. With a single-day format and a senior-level audience, timing is critical. Decision-makers begin planning which vendors and partners to meet with well in advance, often finalizing schedules weeks before arrival.
Using Vendelux, your team can identify attendees early and start outreach now. By aligning campaign planning with the enriched attendee list, you gain visibility into high-priority contacts and can suggest coordinated meeting times before their calendars fill up. Early engagement is the surest way to stand out in a high-trust, high-context industry like estate planning.
What’s Included In The NAEPC Advanced Estate Planning Strategies Conference 2025 Attendee List?
Vendelux provides visibility into the executives expected to attend the NAEPC Advanced Estate Planning Strategies Conference 2025 using a combination of organizer-sourced lists and intelligent forecasting.
Clients can upload their target account lists to detect matches within the enriched attendee data. The list includes attendees’ first and last names, job titles, company names, company websites, city, state, and country locations, LinkedIn profiles, along with verified email addresses and phone numbers when available.
Where Is NAEPC Advanced Estate Planning Strategies Conference 2025?
The event will be held at the Gaylord National Resort & Convention Center in Forest Heights, Maryland, United States.
When Is NAEPC Advanced Estate Planning Strategies Conference 2025?
NAEPC Advanced Estate Planning Strategies Conference 2025 is scheduled for October 19, 2025.
What Type Of Event Is NAEPC Advanced Estate Planning Strategies Conference 2025?
This event focuses on advanced estate planning strategies and brings together professionals in wealth management, tax advisory, estate law, and trust administration. It features networking sessions, technical educational sessions, expert-led panels, and keynote presentations addressing current and future trends in estate planning.
How Many People Attend NAEPC Advanced Estate Planning Strategies Conference 2025?
The conference is expected to welcome several hundred attendees from across the United States, predominantly at the senior level. Participants typically represent estate attorneys, CPAs, financial planners, and trust officers with deep involvement in client advisory and corporate decision-making.
