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 10, 2026 |
Solutions for Illinois Estate Tax & Estate Tax Appraisals
Facilitated by Tricia Buhrfiend, J.D. & Carrie Young ISA AM |
| 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 |
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 11, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian |
| November 12, 2026 |
Senior & Elder Care Planning
Facilitated by Carol Murin, LTCP, CLTC, CSA & Tim Sullivan MSFS, CLU, ChFC, AEP |
| December 9, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb |
| January 14, 2027 |
2027 Economic & Market Forecast
Facilitated by Michael Holevas, CFA |
| March 18, 2027 |
Leveraging AI & the Legal Implications of AI in Professional Services
Facilitied by Don Degen, CFP and Andrew Lopez, CFA, CPA/ABV |
| May 3, 2027 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| May 13, 2027 | Annual Meeting & Pickleball Social Event |
| May 8, 2028 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| View Past Events |
