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We’re Going to Disneyland—for NAEPC 2024!

The National Association of Estate Planners & Councils (NAEPC) is holding their annual convention next week, and EVP Systems will be there, showing off our software, answering any questions attendees may have, and listening to our customers about what they want to see in the future.

The gathering is being held at the Disneyland Resort in Anaheim, California, October 20th through 24th. With over sixty exhibitors, the convention is designed to address the needs of professionals engaged in every aspect of estate planning, as well as bring industry leadership together to set a course for the coming years. What better location for a conference about death and taxes than the Happiest Place on Earth?

As you enter the exhibit hall, EVP Systems booth is right up front, the second on your left. President Michael A. Walker, PhD, will be there, along with Vice President Christina Ramirez and Client Support Specialist Joy Wyler. If you have questions about any of our products, service, or plans, we’d love to be able to answer them—from what’s coming, to how to work around any issues you may have, to features of the programs you may not know about. We’re eager to hear your stories about how EVP Office, EVP Everywhere, and EVP Upload work (or don’t!) for you, and what you’d like to see them be able to do in the future.

2024 has been a big year for EVP Systems, and we’re very excited about the plans we have. We’re working with more data suppliers and vendors than ever before, and have increased staffing to handle everything we want to do. Your input is invaluable in our progress.

If you’re planning to attend NAEPC 2024, please be sure to come by the EVP Systems booth. Bring your questions and your suggestions. We’re eager to see you!

Posted on October 18, 2024 • Tagged with Conferences, NAEPC

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Things You Should Know

  • Good to Know: Reports on April 9, 2025
  • Happy Holidays from EVP Systems! on December 9, 2024
  • Fee Changes for 2025 on November 1, 2024
  • We're Going to Disneyland---for NAEPC 2024! on October 18, 2024
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Don’t let death and taxes ruin your day!

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Trusted by thousands of banks, brokerages, and law firms, Estate Valuations & Pricing Systems has been the leading provider of high-quality security evaluations for estate- and gift-tax purposes for over 40 years.

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