Event Calendar
| April 20, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Spousal Lifetime Access Trusts (SLATs) - Ethical, Practical, and Tax Considerations
James I. Dougherty, JD |
| April 20, 2026 |
April 2026 Dinner Meeting
Community Foundations: Your Secret Superpower |
| May 12, 2026 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished), Christopher R. Hoyt, JD, AEP® (Distinguished), Erin E. Markham, CTFA, TEP, AEP®, Jill L. Miller, JD, LL.M., and Hale E. Sheppard, JD, LL.M. (taxation), LL.M. (international law) |
| May 18, 2026 |
May 2026 Dinner Meeting
Annual Tax Update |
| June 4, 2026 |
Triple Treat Mixer
Networking Only! |
| June 17, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer |
| 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: Title Coming Soon
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 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 |
| December 9, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb |
| May 3, 2027 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| May 8, 2028 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| View Past Events |
