Event Calendar

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 22, 2026 September Cocktail Hour + Dinner
Leslie Kiefer Amann
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 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
October 27, 2026 October Luncheon: Escaping the Estate Planning “Blue Screen of Death”
Dr. Gerry Beyer, Texas Tech University School of Law
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian
November 17, 2026 November Luncheon: Rethinking Estate Planning
Phil Lindquist, Lindquist Eisenberg LLP
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
January 26, 2027 January Luncheon: Tax-Advantage Business Sales
Tiffany House, Tax & Estate Strategy & Gift Planning Institute
February 23, 2027 February Luncheon
TBA
March 23, 2027 March Luncheon
Eric Czephya, Northern Trust
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 25, 2027 May Luncheon
TBA
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
View Past Events