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
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 - Veteran's Benefits
Susan L. Chalgian, JD
November 17, 2026 November Luncheon: Rethinking Estate Planning
Phil Lindquist, Lindquist Eisenberg LLP
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
January 20, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Is Variable Life Insurance More Expensive?
William J. Boersma, CLU®, LIC, AEP®
January 26, 2027 January Luncheon: Tax-Advantage Business Sales
Tiffany House, Tax & Estate Strategy & Gift Planning Institute
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®
February 23, 2027 February Luncheon: Estate Planning Best Practices and Valuation Discounts
Ross Slutsky, Witham Smith+Brown, PC and Brent Berselli, Holland & Knight
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)
March 23, 2027 March Luncheon
Eric Czephya, Northern Trust
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 25, 2027 May Luncheon: Digital Afterlife: AI, Data, and the Future of Estate Planning
Porter Heath Morgan, IV
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
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