| March 9, 2026 |
Webinar | Highlights from the 2026 Heckerling Institute on Estate Planning
Jere Doyle |
| March 18, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The Death of the 60/40 Glidepath – and Crypto’s Role in its Replacement
Ric Edelman, CBDA |
| March 25, 2026 |
EPCMOCO - Membership Meeting 3/25 - Aging is an Active Sport - Help your Clients Compete!
Barbara Mulitz |
| April 22, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - SLATs Topic
James I. Dougherty, JD |
| April 22, 2026 |
Networking Happy Hour
|
| April 28, 2026 |
Joint Council Meeting
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| May 20, 2026 |
Annual Membership Meeting and Community Connections
|
| June 11, 2026 |
Networking Happy Hour and Bourbon Tasting
|
| June 17, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer |
| June 30, 2026 |
New Member Dues
|
| July 15, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary: Family Dynamics Under Stress: How Behavioral Patterns Shape Planning Conversations
Arden O'Connor |
| August 19, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Title Coming Soon
Thomas A. Tietz, JD |
| September 23, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI |
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