Event Calendar

July 15, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary: Beyond the Documents: Navigating Family Dynamics that Shape the Plan
Arden O'Connor & Diana Clark, JD
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 17, 2026 Membership Meeting | Delaware Asset Protection Trust presentation
Michael Gordon
September 23, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI and Dave Logan
October 5, 2026 Annual Golf Tournament
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
January 20, 2027 Joint Council Breakfast - Planning in a Current High Exemption Environment: Strategies and Opportunities Beyond the Federal Estate Tax
Cliff Schlesinger
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
June 30, 2027 New Member Fee
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
View Past Events