Event Calendar
| September 10, 2026 |
DEPC Meeting: Understanding Trustee Liability with the PTC Framework
Judith Pearson, Precision Brokers, LLC |
| 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 |
| November 11, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian |
| November 12, 2026 |
DEPC Meeting: The Trustee’s Guide to QSBS under OBBBA
Griffin H. Bridgers, Illumine Legal LLC |
| December 9, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb |
| January 21, 2027 | DEPC Meeting: Tax Update |
| March 11, 2027 |
DEPC Meeting: Different Uses of Life Insurance
Sean Carter, First Western Trust |
| May 3, 2027 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| May 13, 2027 | DEPC Meeting: Annual Meeting (Members Only) |
| May 8, 2028 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| View Past Events |
