Event Calendar

September 8, 2026 WDCEPC New Professionals Forum
N/A
September 17, 2026 Membership Meeting | Delaware Asset Protection Trust presentation
Michael Gordon
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 5, 2026 Annual Golf/Pickleball 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
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 Webinar: Veteran's Benefits
Susan L. Chalgian
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 Webinar 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 Joint Council Breakfast - Planning in a Current High Exemption Environment: Strategies and Opportunities Beyond the Federal Estate Tax
Cliff Schlesinger
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
June 30, 2027 New Member Fee
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
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