Event Calendar
| 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 23, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI and Dave Logan |
| October 5, 2026 |
October Program Meeting
Justin Miller, J.D., LL.M., TEP, CFP®, AEP® (Distinguished) |
| 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 2, 2026 |
November Program Meeting
TBD |
| 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 |
| January 11, 2027 |
January Program Meeting
TBD |
| February 1, 2027 |
February Program Meeting
Samuel A. Donaldson, J.D., LL.M., AEP® (Distinguished) |
| March 1, 2027 |
March Program Meeting
Griffin Bridgers, J.D., LL.M. |
| April 22, 2027 | CAEPC Golf Tournament & Happy Hour |
| May 3, 2027 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| May 3, 2027 |
May Program Meeting
TBD |
| May 8, 2028 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| View Past Events |
