Event Calendar
| September 15, 2026 |
Strategic Uses of Life Insurance in Advanced Legacy Planning for Ultra High Net Worth Families
Ross A. Ferrin |
| 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 |
| 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 |
| October 28, 2026 |
Lecture on Tap
Brian Erling, MD, MBA (Renown) |
| November 10, 2026 |
Beyond the Numbers: How Valuation Impacts Tax, Estate & Succession Planning
Nainesh Shah, CFA, CVA, Director of Valuation Advisory and Founding Partner of Complete Advisors |
| November 11, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian |
| December 2, 2026 |
Joint Holiday Party - EPCNN, PGRT, AFP and CFNN
TBD |
| December 9, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb |
| May 3, 2027 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| May 20, 2027 |
Annual May Event
Sam Donaldson |
| May 8, 2028 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| View Past Events |
