| November 10, 2026 |
The Modern Trustee: Navigating Fiduciary, Tax, and Investment Responsibilities
Will Bergman |
| November 11, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Veteran's Benefits
Susan L. Chalgian, JD |
| December 3, 2026 |
Winter Social and Program
Raj Talwar |
| December 9, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - sponsored by Inherit IQ: 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 |
| January 20, 2027 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Is Variable Life Insurance More Expensive?
William J. Boersma, CLU®, LIC, AEP® |
| February 9, 2027 |
The Tax Landscape: What’s Changed, What’s Coming, What Matters Most
Phil Erickson |
| February 18, 2027 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - I Love You to Death: How the Psychology of Mortality Changes Financial Decisions in Life Insurance, Annuities, Planned Giving, and Estate Planning
Russell N. James, III, Ph.D., JD, CFP® |
| March 9, 2027 |
Captive Insurance Planning: Tax, Estate, and Wealth Transfer Strategies for Business Owners
Eric Carlson, Vice President |
| March 17, 2027 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Don't Be the Test Case: The Luck of the Irish Is Not a Tax Strategy
Beth Shapiro Kaufman, JD, AEP® (Distinguished) |
| 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 |
| June 16, 2027 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Updates and Insights from the NAEPC 2027 Estate Planners Forum
Thomas A. Tietz, JD & Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| July 21, 2027 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - All Grown Up with No Place to Live: Exploring Options for Helping Children or Other Family Members Acquire a Home
Jocelyn Margolin Borowsky, JD, LL.M. (taxation) & Judith A. Saxe, JD, AEP®, CAP® |
| August 18, 2027 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Transition by Design: Successful Succession of the Family Business
Susan P. Rounds, JD, CPA, LL.M. (taxation), TEP, AEP® (Distinguished) |
| May 8, 2028 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
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