Event Calendar

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 4, 2026 Membership Meeting |
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian, JD
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
View Past Events