Event Calendar

October 15, 2026 Joint Social Event
October 21, 2026 Valuation of Private Equity
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 - Veteran's Benefits
Susan L. Chalgian, JD
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 - sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
January 20, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Is Variable Life Insurance More Expensive?
William J. Boersma, CLU®, LIC, AEP®
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
February 18, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary - I Love You to Death: How the Psychology of Mortality Changes Financial Decisions in Life Insurance, Annuities, Planned Giving, and Estate Planning
Russell N. James, III, Ph.D., JD, CFP®
March 17, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Don't Be the Test Case: The Luck of the Irish Is Not a Tax Strategy
Beth Shapiro Kaufman, JD, AEP® (Distinguished)
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
June 16, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Updates and Insights from the NAEPC 2027 Estate Planners Forum
Thomas A. Tietz, JD & Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
July 21, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary - All Grown Up with No Place to Live: Exploring Options for Helping Children or Other Family Members Acquire a Home
Jocelyn Margolin Borowsky, JD, LL.M. (taxation) & Judith A. Saxe, JD, AEP®, CAP®
August 18, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Transition by Design: Successful Succession of the Family Business
Susan P. Rounds, JD, CPA, LL.M. (taxation), TEP, AEP® (Distinguished)
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
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