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
September 16, 2026 EPCMOCO - Membership Meeting 9/16 - Practical Applications of Artificial Intelligence in Estate Planning
James C. Crosland & Sahmra A. Stevenson
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 15, 2026 Networking Happy Hour
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
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 20, 2027 EPCMOCO - Joint Council Breakfast - Planning in a Current High Exemption Environment: Strategies and Opportunities Beyond the Federal Estate Tax
Cliff Schlesinger
March 24, 2027 EPCMOCO - Membership Meeting 3/24 - Introduction to Estate Planning for the International Family
Stan Barg
April 20, 2027 Joint Councils Meeting | The Washington Update: Policy, Planning & the Road to 2028
Jeff Bush
April 28, 2027 Networking Happy Hour
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
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