Event Calendar
| May 31, 2026 | Become an EPCLV Sponsor |
| June 17, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer |
| June 24, 2026 |
NATIONAL EVENT:
NAEPC Town Hall
David Green, CPA/PFS, CFP®, AEP® I 2026 President |
| July 15, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary: Beyond the Documents: Navigating Family Dynamics that Shape the Plan
Arden O'Connor & Diana Clark, JD |
| July 29, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Joint Webinar with NAIFA
|
| August 19, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Administering Trusts and Estate Planning Transactions: Reviewing Lessons from Cases and Practical Steps to Consider
Thomas A. Tietz, JD |
| September 16, 2026 |
Planning for Clients with International Ties
Joan Crain, CFP, TEP, AEP |
| September 23, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI |
| October 15, 2026 |
Economic Outlook & Market Analysis
Ryotaro Tashiro, Outreach Economist and Advisor | Research |
| 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 Webinar: Veteran's Benefits
Susan L. Chalgian |
| November 18, 2026 |
AEP & Financial Planning for Clients with MS/Alzheimer's
Bronwyn Martin, MBA, CHfC, CLU, AEP, CRPCTM, CMFCTM, CFSTM, CLTC, LACP |
| December 9, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb |
| February 18, 2027 |
Advanced Planning Considerations for Digital Assets
April Charleston, Esq. |
| May 3, 2027 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| May 12, 2027 |
Lessons Learned from Celebrity Deaths
Aido Walney, JD, AEP, EPLS |
| May 8, 2028 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| View Past Events |
