| January 27, 2026 |
late pay link
panel |
| February 9, 2026 |
Passing Through the GST Gateway: GST Planning for Multigenerational Transfers
Brandon Ketron |
| February 18, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The Tricks and Traps of Investment Management
Randolph B. Cohen, Harvard Business School MBA Class of 1975 Senior Lecturer of Entrepreneurial Management |
| March 18, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Cryptocurrency Topic
Ric Edelman, CBDA |
| March 23, 2026 |
Qualified Opportunity Zones
Ryan Furtick, Brian Figueroa |
| April 20, 2026 |
Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia |
| 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 |
| June 9, 2026 |
Golf Outing
none |
| June 17, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer |
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