Event Calendar
| 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 |
| September 23, 2026 |
STUDY GROUP/Webinar-"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 22, 2026 |
Breakfast Meeting- "NYS Residency Audits"
Scott Kestenbaum, Esq. – Kestenbaum & Mark, LLP |
| November 11, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian, JD |
| November 19, 2026 |
Dinner Meeting
TBA |
| December 9, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb |
| December 10, 2026 |
Dinner Meeting - “IRA’s”
Ed Slott, CPA, Ed Slott and Company, LLC, |
| January 21, 2027 |
Dinner Meeting
TBA |
| February 18, 2027 |
Breakfast Meeting-“Long Term Care Insurance”- Wendy Sheinberg, Esq. – Rivkin Radlerr and Jonathan Schwartz- NY Life- TBA
Wendy Sheinberg, Esq. – Rivkin Radler and Jonathan Schwartz- NY Life |
| March 18, 2027 |
Dinner Meeting-“ Business Succession Planning”- Neil D. Katz, Esq., AEP- Katz Chwat, P.C. and Jeffrey Gibralter, CPA/ABV/CFF, CFE, AEP- Reid Forensic & Valuation Group, LLC
Neil D. Katz, Esq., AEP- Katz Chwat, P.C. and Jeffrey Gibralter, CPA/ABV/CFF, CFE, AEP- Reid Forensic & Valuation Group, LLC |
| April 20, 2027 |
Breakfast Meeting- "Surrogates' Update"
TBA |
| May 3, 2027 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| June 7, 2027 | Dinner Meeting- Annual Officers' Conferment" |
| May 8, 2028 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| View Past Events |
