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
August 19, 2026 STUDY GROUP/Webinar-"Administering Trusts and Estate Planning Transactions: Reviewing Lessons from Cases and Practical Steps to Consider"
Thomas A.Tietz, JD
September 17, 2026 Dinner Meeting
TBA
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
TBA
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian
November 19, 2026 Dinner Meeting
TBA
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
December 17, 2026 Breakfast Meeting
TBA
January 21, 2027 Dinner Meeting
TBA
February 18, 2027 Breakfast Meeting
TBA
March 18, 2027 Dinner Meeting
TBA
April 20, 2027 Breakfast Meeting- "Surrogates' Update"
TBA
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 20, 2027 Dinner Meeting
TBA
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
View Past Events