Event Calendar

August 19, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Heirloom: Administering Trusts and Estate Planning Transactions: Reviewing Lessons from Cases and Practical Steps to Consider
Thomas A.Tietz, JD
September 15, 2026 Opening Reception & Season Kick-off
N/A
September 23, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Lastshelf: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI and Dave Logan
October 21, 2026 Speaker Dinner Meeting
Paul Lee
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 6, 2026 2nd Annual Estate Planning Symposium
Various
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian
November 18, 2026 Speaker Dinner Meeting
To be announced shortly.
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
January 21, 2027 Speaker Dinner Meeting
Stephanie Heilborn
February 24, 2027 Speaker Dinner Meeting
To be announced shortly.
April 20, 2027 Speaker Dinner Meeting
Stephen Akers
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
View Past Events