Event Calendar
| July 15, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary: Beyond the Documents: Navigating Family Dynamics that Shape the Plan
Arden O'Connor & Diana Clark, JD |
| July 29, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Joint Webinar with NAIFA
|
| August 19, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Administering Trusts and Estate Planning Transactions: Reviewing Lessons from Cases and Practical Steps to Consider
Thomas A.Tietz, JD |
| September 9, 2026 |
September 2026 Monthly Meeting
Paul M. Weisinger, CPA, ABV, CVA, CEPA, Rea Business Advisors - Best Practices and Avoiding Pitfalls with Business Valuations for Prenups/Postnups, Trusts, and Estates |
| September 23, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI and Dave Logan |
| October 14, 2026 |
October 2026 Monthly Meeting
Barron Henley, Esq., Owner, Affinity Consulting - Technology Update |
| October 21, 2026 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished), Lawrence J. Rybka, JD, CFP®, AEP® (Distinguished), Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP®, and Natalia K. Gentry, JD |
| November 10, 2026 |
November 2026 Monthly Meeting
Aryn Johnson, CAPI, CPRIA, VP at MershMcLenna Agency - Unique Liability Exposures/Insurance Considerations for Trusts and Trustee Liability |
| November 11, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian |
| December 9, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb |
| December 17, 2026 | CEPC 2026 Holiday Social |
| May 3, 2027 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| May 8, 2028 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| View Past Events |
