| March 18, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The Death of the 60/40 Glidepath – and Crypto’s Role in its Replacement
Ric Edelman, CBDA |
| March 23, 2026 |
Overview of Opportunity Zones: Tax and Other Benefits for Investors
Ryan Furtick, Brian Figueroa |
| March 26, 2026 |
Happy Hour - High Bar Social kick off Cardinals Baseball
NA |
| April 20, 2026 |
Strategies to Help Maximize Social Security Benefits
Danny Side Moneta |
| April 22, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - SLATs Topic
James I. Dougherty, JD |
| May 15, 2026 |
Top 30 Best Practice Tips when Advising Families with Special Needs Beneficiaries
Kristen Lewis Harrison LLP |
| June 9, 2026 |
Annual Golf Outing
none |
| June 17, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer |
| 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: Title Coming Soon
Thomas A. Tietz, JD |
| September 23, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI |
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