Event Calendar
| 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 19, 2026 |
How AI Impacts your practice from a professional panel perspective!
Panel Presentation |
| 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 4, 2026 |
Coffee and Conversation
Open Group Discussion |
| November 11, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian, JD |
| November 16, 2026 |
Charitable Planning: How to Talk to Client about Charitable Giving.
Panel Presentation |
| December 9, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb |
| February 18, 2027 |
Heckerling Presentation- Joint with Suncoast Estate Planning Council
Heckerling Presenter |
| March 15, 2027 |
IRS Presentation
Crown and Company CPAs |
| April 19, 2027 |
Transitioning from Owner to Operator Phase
Jingyi Blank from INB Bank |
| May 3, 2027 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| May 8, 2028 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| View Past Events |
