Event Calendar

August 12, 2026 Coffee and Conversation
Open Group Discussion
August 19, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Heirloom: Administering Trusts and Estate Planning Transactions: Reviewing Lessons from Cases and Practical Steps to Consider
Thomas A.Tietz, JD
September 9, 2026 Coffee and Conversation
Open Group Discussion
September 14, 2026 Property Tax Legislation
Mike Twitty, Elected Pinellas County Property Appraiser
September 15, 2026 Fall Social
Evening of Networking
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 7, 2026 Coffee and Conversation
Open Group Discussion
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
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
View Past Events