Event Calendar

August 19, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Heirloom: Administering Trusts and Estate Planning Transactions: Reviewing Lessons from Cases and Practical Steps to Consider
Thomas A.Tietz, JD
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
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: 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