Event Calendar

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
February 20, 2026 after event pay link
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
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
July 15, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary: Family Dynamics Under Stress: How Behavioral Patterns Shape Planning Conversations
Arden O'Connor
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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