Event Calendar

June 17, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer
June 24, 2026
NATIONAL EVENT:
NAEPC Town Hall
David Green, CPA/PFS, CFP®, AEP® I 2026 President
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 3, 2026 Queueing-Up Quantum QSBS Exclusions
Paul Lee
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 1, 2026 Mistakes Executors & Trustees See All the Time
Stacy Singer
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 5, 2026 Choice of Entity
Gene Wolf
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian
December 3, 2026 Letter of Wishes: Helpful Guidance from the Grave
Kim Kamin
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
January 7, 2027 Ethical/Professional Challenges of Dealing with Elder Financial Abuse
Mary Radford
February 4, 2027 Golden Handcuffs and Silver Linings: Planning for the Corporate Executive
Bob Weylandt
March 4, 2027 Federal Reserve: Issues with Unique Assets Held in Trust
Tiffany Erb
April 1, 2027 Current Estate Planning Developments
Steve Akers
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 6, 2027 Trust and Estate Issues in Divorce/Marital Dissolution
Sharon Klein
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
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