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 Property Tax Developments
Matthew Burke, Esq.
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 20, 2026 Guidance on Healthcare Directives for Estate Planners
Dr. John Randolph
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 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
December 15, 2026 How to Spot the Red Flags of Financial Elder Abuse
Paul Greenwood, JD, LL.B
February 16, 2027 February Meeting
TBD
March 16, 2027 March Meeting
TBD
April 20, 2027 April In-Person Meeting
TBD
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 18, 2027 May In-Person Meeting
TBD
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
View Past Events