Event Calendar

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
September 28, 2026 2026-27 Season Kickoff - A View From the Bench
Honorable Amber S. Rosen
October 19, 2026 Beyond Stocks & Bonds
Laurie Klinkhammer & Leslie Wright (Moderated by Leila Francis)
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 9, 2026 Impact of Elections on California Trust and Estate
Chris Parker, JD
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
January 25, 2027 2026 Annual Legal Update
John Prokey, Patrick Kohlmann, & Steven Braccini
February 22, 2027 Heckerling Highlights
Chuck Packer, Mark Shepherd, & Laurelle Gutierrez
March 15, 2027 From SEC to the Probate Court: Targeting Financial Elder Abuse and Securities Fraud
Jeff Loew & Brent Smyth
April 19, 2027 California Property Tax Planning
Brian Shetler
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 17, 2027 Topic TBD
Speaker TBD
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
View Past Events