Events Calendar

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 28, 2026 EPC Summer Social
N/A
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 8, 2026 The Power of Team: Coordinating Wealth, Tax, and Estate Planning Strategies
Michael Naughton, Dolly Wong, and Steve Ogle
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 13, 2026 The Hidden Value Equation: Tax, Estate, and Exit Planning for Private Business
Chris Blees
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 10, 2026 The Modern Trustee: Navigating Fiduciary, Tax, and Investment Responsibilities
Will Bergman
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 12, 2027 Beyond Bricks and Mortar: Advanced Tax and Estate Planning Strategies in Real Estate
Doreen Merz, CPA
February 9, 2027 The Tax Landscape: What’s Changed, What’s Coming, What Matters Most
Phil Erickson
March 9, 2027 Captive Insurance Planning: Tax, Estate, and Wealth Transfer Strategies for Business Owners
Eric Carlson, Vice President
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 11, 2027 Annual Meeting and Digital Assets Decoded: Tax, Trust, Estate, and Wealth Planning in the New Financial World
Christopher Larkin
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
View Past Events