Event Calendar

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
October 27, 2026 Goldenzweig Memorial Lecture and Luncheon | The Art of Premium Financing
Speaker Biography: David A. Wexler, CLU, ChFC, AEP®
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Veteran's Benefits
Susan L. Chalgian, JD
November 17, 2026 Membership Meeting | A View from the Front Lines – Current Issues in Estate and Gift Tax Audits and Litigation
John W. Porter
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
December 15, 2026 Webinar |
Mary Jo Broussard Speier, Esq. & Abigail Wolf Stanton, Esq.
January 20, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Is Variable Life Insurance More Expensive?
William J. Boersma, CLU®, LIC, AEP®
January 20, 2027 Joint Council Breakfast - Planning in a Current High Exemption Environment: Strategies and Opportunities Beyond the Federal Estate Tax
Cliff Schlesinger
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 9, 2027 Webinar | Highlights from the 2027 Heckerling Institute on Estate Planning
Mark Parthemer, Glenmede
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)
April 20, 2027 Joint Councils Meeting | The Washington Update: Policy, Planning & the Road to 2028
Jeff Bush
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 19, 2027 Membership Meeting | Tax Planning for Real Estate Investors
Farhad Aghdami
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)
June 30, 2027 New Member Fee
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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