Event Calendar

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 13, 2026 Political Update
Austin Barbour and Brandon Jones
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 10, 2026 Life Settlements
George Pickett
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian
December 1, 2026 Philanthropy and Charitable Update
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 12, 2027 Market Update
February 9, 2027 Private Family Trusts
Mark Hartnett
March 2, 2027 Combination of Topics
Chaffe
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 11, 2027 Latest Estate Planning Environment and Strategies
Christopher Steele, Bernstein Private Wealth Management
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
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