Event Calendar

September 16, 2026 New Date: After the Documents Are Signed: An Heir’s Perspective On Family Offices and Reframing Wealth Transfer
Jacqueline Hicks, President, CEO Bone & Gray
September 17, 2026 Joint Networking Social with CFA Society St. Louis
none
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 Pondering Portability: Practical Considerations During Planning and Administration
James I. Dougherty, Partner, Dungey Dougherty PLLC
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
November 16, 2026 Perspectives From The Inside-- Trust And Tax Issues From A Former IRS Professional
Daniel J. Gespass, Managing Director, US National Tax - Anderson
November 19, 2026 Joint Holiday Party with Saint Louis Council of Charitable Gift Planners
none
December 7, 2026 Charitable Giving with Business Interests
Brent Berselli, Partner, Private Wealth Services and Family Office Holland & Knight
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 Hot Topics
Panel
February 16, 2027 Fiduciary Considerations of Alternative Investments
Benetta Park, Managing Director & Senior Fiduciary Counsel Bessemer Trust
March 8, 2027 Managing Conflicts Through Trust and Estate Administration
Melineh Ounanian, Managing Director-Brown Brothers Harriman Trust Company, New York, NY
April 19, 2027 Valuation in Context of Succession Planning and Closely held business
Liza Bowersox, Partner, Financial Advisory Valuation Services-Weaver
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 10, 2027 Estate Planning Across The Ages-- Longitudinal, Cross-Generational Analysis of the Structure and Impact of Estate Planning
Terry Franklin, Partner-Sacks, Glazier, Franklin, Lodise, McMurtrey & Scheerer, LLP
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
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