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 23, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI
October 5, 2026 October Program Meeting
TBD
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
TBD
March 1, 2027 March Program Meeting
TBD
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