Nationally-recognized speakers, important topics!

The 56th Annual Estate Planning Seminar will be a one-day event at the Oregon Convention Center on Friday, January 29th, 2027. It is the region's largest and most important continuing education event for professionals in the estate planning field.


Tuition and Fees (Read the full Seminar FAQ here.)


Before January 8, 2027: (Early Bird Registration)

  • For Members of Estate Planning Council of Portland, Inc: $325
  • For Non-Members: $425

After January 8, 2027: (Regular Registration)

  • For Members of Estate Planning Council of Portland, Inc: $375
  • For Non-Members: $475

Materials: (Must be ordered by January 8, 2027)

  • Downloadable materials (digital binder) included with all in-person registrations
  • Printed binder: $100 with Seminar registration, $130 without
  • Recordings (comes with Downloadable Materials): $0 with Seminar registration, $475 without

All physical materials WITH seminar registration MUST be picked up at the seminar. We do not ship binders registrants who attend in person.

Digital materials will not be available until the Monday before the event. Video recordings will be available 2-8 weeks after the seminar. We do not livestream the seminar.



What's Included:

Your Seminar tuition includes a full day of in-person sessions and networking, CEU submittal to the accrediting organization of your choice, and exclusive offerings from our sponsors. A digital download of Seminar materials is included. A printed binder is available for a fee.


Physical Binders must be ordered by Friday January 8, 2027.


Otherwise, a download link to the seminar materials will be emailed to all CE registrants.


Full registrants will ALSO receive a link to video recordings of the speakers after the event. This is included with your registration.


*NO livestream will be available. Attendees who wish to obtain CE under Independent Study rules may purchase a recording after the event at the same event website.


Please mark your calendar and don’t forget to join us, in person at Oregon Convention Center on Friday, January 29, 2027.


Continuing Education Credits:

Credits are being requested or are available from:

The Oregon State Bar

Oregon Board of Accountancy

Oregon Insurance Division

Oregon Board of Tax Examiners

Washington State Bar

Washington Board of Accountancy

Washington Insurance Division

Institute of Certified Bankers

Investment Management Consultants Association

CFP Board - Certified Financial Planner


Between 6.0 and 8.0 hours have been approved for past seminars.


  • For all registrants who are not a member of Estate Planning Council of Portland, Inc. Pricing ends January 8, 2027.

  • You will NOT be registered for the Seminar, but you may choose a material from the selection below.

  • Choose this option if you want a physical, printed binder. This must be picked up on the day of the seminar.

    A downloadable PDF (Digital Binder) of all handouts and slides provided by the speakers is included with your registration. This Digital Binder will be emailed the Monday before the Seminar .

    Binders must be ordered by January 8, 2027 and picked up in person at the Seminar.

  • Choose this option for a download of all materials (Digital Binder) sent the Monday before the Seminar begins.

    You'll receive a link to recordings as well. This link will be sent 2-8 weeks after the Seminar. There is no additional cost, as this is included with Seminar registration.

  • Choose this if you cannot attend but you would like a physical printed binder shipped to you after the event. Binders will be shipped 1-2 weeks after the Seminar.

  • INCLUDES DIGITAL MATERIALS AND A VIDEO OF THE EVENT. Choose this if you cannot attend but you would like a link to the recordings and materials emailed to you for self-study after the event. These digital materials will be sent 2-8 weeks after the Seminar.

Your name, degree/designation, and company name will appear on your name badge exactly as entered below; please enter carefully.  

If you checked more than one continuing education credit above please make sure to separate each license number with a label below.

For Example: Oregon State Bar # 123456 and Washington State Insurance # 3434

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Policies:

  • Cancellation Policy: Refunds of tuition payments, less a processing fee of $50, will be made only if written notice of cancellation is received and acknowledged by [email protected] by 5:00 pm Pacific Time on Friday, January 8, 2027. There are no refunds for sponsorships or materials. Email [email protected] if you need to cancel or transfer your registration. Seminar registration may be transferred until the day of the seminar.
  • Photo and Video Disclaimer: footage and/or photos will be taken during this event, which may or may not include your recognizable image. Please be advised, by participating in this event, you agree to allow Estate Planning Council of Portland to use the images in print, digital or web-based formats for promotional and archival purposes. If you do not wish to have us use your image, please notify the event organizer or someone at the registration desk.
  • Networking Policy: Please be advised that by attending the seminar, you are opting in to a networking directory that will be shared with other attendees. This directory aims to facilitate networking and collaboration among participants. If you prefer not to be included in this directory, please notify us by sending an email to [email protected] by January 8, 2027.

I agree to the Policies of the event.

If not adding more attendees to your order, continue below to Billing.

Billing Information

  • Visa
  • Mastercard
  • American Express
  • Discover

CANCELLATION POLICY: Refunds of tuition payments, less a processing fee of $50, will be made only if written notice of cancellation is received and acknowledged by [email protected] by 5:00 pm on Friday, January 8, 2027. There are no refunds for sponsorships or materials. Email [email protected] if you need to cancel or transfer your registration. Seminar registration may be transferred until the day of the seminar.


FAQ

Frequently asked questions about the Seminar may be found here.

Hotel Accommodations

Coming from outside of Portland? Book your lodging at our Seminar hotel (details coming soon).

Membership

To join the Estate Planning Council of Portland, visit our website.


A membership area with information and applications will also be available at the event.

About

The Portland Estate Planning Seminar is hosted by Estate Planning Council of Portland, Inc.

Location Information

  • Oregon Convention Center
  • 777 NE Martin Luther King Jr Blvd, Portland, OR, 97232 US
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