Event Calendar
| 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 - Veteran's Benefits
Susan L. Chalgian, JD |
| 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 |
Holiday Party Member ONLY
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 - sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb |
| January 19, 2027 |
Hot Topics
Panel |
| January 20, 2027 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Is Variable Life Insurance More Expensive?
William J. Boersma, CLU®, LIC, AEP® |
| February 16, 2027 |
Fiduciary Considerations of Alternative Investments
Benetta Park, Managing Director & Senior Fiduciary Counsel Bessemer Trust |
| February 18, 2027 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - I Love You to Death: How the Psychology of Mortality Changes Financial Decisions in Life Insurance, Annuities, Planned Giving, and Estate Planning
Russell N. James, III, Ph.D., JD, CFP® |
| March 8, 2027 |
Managing Conflicts Through Trust and Estate Administration
Melineh Ounanian, Managing Director-Brown Brothers Harriman Trust Company, New York, NY |
| March 17, 2027 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Don't Be the Test Case: The Luck of the Irish Is Not a Tax Strategy
Beth Shapiro Kaufman, JD, AEP® (Distinguished) |
| 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 |
| June 16, 2027 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Updates and Insights from the NAEPC 2027 Estate Planners Forum
Thomas A. Tietz, JD & Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| July 21, 2027 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - All Grown Up with No Place to Live: Exploring Options for Helping Children or Other Family Members Acquire a Home
Jocelyn Margolin Borowsky, JD, LL.M. (taxation) & Judith A. Saxe, JD, AEP®, CAP® |
| August 18, 2027 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Transition by Design: Successful Succession of the Family Business
Susan P. Rounds, JD, CPA, LL.M. (taxation), TEP, AEP® (Distinguished) |
| May 8, 2028 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| View Past Events |
