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
October 20, 2026 Planning for State Estate Taxes
John P. Morgan, Rees Broome, PC
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 10, 2026 Appraisal Showcase & Networking Event
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian, JD
December 8, 2026 Membership Holiday Luncheon Meeting
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
January 19, 2027 Membership Meeting: Market/Economic Update
February 16, 2027 Membership Meeting: Heckerling Update
March 17, 2027 Member & Prospective Member Networking Event
April 20, 2027 Joint Councils Meeting | The Washington Update: Policy, Planning & the Road to 2028
Jeff Bush, Principal, The Washington Update
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 18, 2027 Membership Meeting: Individual Trustees Don't Know What They're Doing
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
View Past Events