NAEPC Estate Planners Forum - Estate Planning Council of Polk County
2026-10-21 15:00 - 20:30 UTC | Virtual
This event takes place from 11:00 am ET - 4:30 pm ET

[](https://www.estateplannersforum.org/)

111:00 am ET

Doors Open
Pre-Conference Table Topics

11:30 am ET

Conference Begins

11:30 am ET - 11:45 am ET

Virtual Networking
Exhibit Hall Open

11:45 am ET - 12:15 pm ET

Opening Remarks
Annual Meeting
Acknowledgment of 2026 Awards & Honors

12:15 pm ET - 1:05 pm ET

Federal Tax Update
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)

1:05 pm ET - 1:30 pm ET

Break
Exhibit Hall Open
Wellness Moment

1:30 pm ET - 2:20 pm ET

Premium-Financed Life Insurance in Litigation: Lessons from the Expert Witness Stand
Lawrence J. Rybka, JD, CFP®, AEP® (Distinguished)

2:20 pm ET - 3:10 pm ET

Digital Estate Planning: Afterlife in the Cloud
Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP®

3:10 pm ET - 3:30 pm ET

Break
Exhibit Hall Open
Wellness Moment

3:30 pm ET - 4:20 pm ET

What Practitioners Should Know About Serving the LGBTQIA Community
Natalia K. Gentry, JD

4:20 pm ET - 4:30 pm ET

Closing Remarks

Registration Fees
Accredited Estate Planner® Designee or Estate Planning Law Specialist Certificant I Complimentary
Member I $49
Non-Member I $149

Additional information about registration, speakers, cancellation, and upcoming conferences can be found
[on our website](http://www.estateplannersforum.org).
