Event Calendar

June 17, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer
June 24, 2026
NATIONAL EVENT:
NAEPC Town Hall
David Green, CPA/PFS, CFP®, AEP® I 2026 President
July 15, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary: Beyond the Documents: Navigating Family Dynamics that Shape the Plan
Arden O'Connor & Diana Clark, JD
July 29, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Joint Webinar with NAIFA
August 19, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Administering Trusts and Estate Planning Transactions: Reviewing Lessons from Cases and Practical Steps to Consider
Thomas A. Tietz, JD
September 16, 2026 Clarifying HEMS Distribution Standards/Other Fiduciary Considerations for Trustees
Christian Kelso
September 23, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI
October 21, 2026 Valuation of Private Equity Interests
Will Frazier
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
November 18, 2026 Rethinking Estate Planning for Almost Everyone/Those Not Certain to Pay Death Tax
Phil Lindquist
December 3, 2026 Letter of Wishes Helpful Guidance from the Grave
Kim Kamin
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
January 20, 2027 The Purpose Trust Structure
David Diamond
February 17, 2027 Tax Efficient, Litigation Prone: The Hidden Risks of Advanced Estate Planning
Aubrey Boswell
March 17, 2027 Retirement Benefits in Estate Planning with Trusts
Jim Roberts
April 21, 2027 Lessons from the Rich and Famous: Celebrity Estate and Tax Blunders
Jana Simons
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 19, 2027 Modifying Trusts in Texas
David Johnson
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
View Past Events