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
August 26, 2026 Cheers to a New Year: Kickoff Social
September 15, 2026 Summer Session Highlights: What You Missed (and What Matters)
TBA
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 20, 2026 Giving with Purpose: Charitable Planning Strategies
TBA
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 17, 2026 Coffee with the Council! No RSVP Needed!
Open Group Discussion
December 1, 2026 Toast the Season: Holiday Social
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
January 19, 2027 Fresh from Heckerling: Guest Speaker Spotlight
TBA
February 16, 2027 Coffee with the Council! No RSVP Needed!
Open Group Discussion
March 30, 2027 From the Bench: A Conversation with the Probate Judge
April 20, 2027 Publix Stock 101: What Estate Planners Need to Know
TBA
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 18, 2027 Raise a Glass: Year-End Social
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
View Past Events