Event Calendar

November 10, 2026 Life Settlements
George Pickett
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Veteran's Benefits
Susan L. Chalgian, JD
December 1, 2026 Philanthropy and Charitable Update
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
January 12, 2027 Market Update
January 20, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Is Variable Life Insurance More Expensive?
William J. Boersma, CLU®, LIC, AEP®
February 9, 2027 Private Family Trusts
Mark Hartnett
February 18, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary - I Love You to Death: How the Psychology of Mortality Changes Financial Decisions in Life Insurance, Annuities, Planned Giving, and Estate Planning
Russell N. James, III, Ph.D., JD, CFP®
March 2, 2027 Combination of Topics
Chaffe
March 17, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Don't Be the Test Case: The Luck of the Irish Is Not a Tax Strategy
Beth Shapiro Kaufman, JD, AEP® (Distinguished)
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 11, 2027 Latest Estate Planning Environment and Strategies
Christopher Steele, Bernstein Private Wealth Management
June 16, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Updates and Insights from the NAEPC 2027 Estate Planners Forum
Thomas A. Tietz, JD & Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
July 21, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary - All Grown Up with No Place to Live: Exploring Options for Helping Children or Other Family Members Acquire a Home
Jocelyn Margolin Borowsky, JD, LL.M. (taxation) & Judith A. Saxe, JD, AEP®, CAP®
August 18, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Transition by Design: Successful Succession of the Family Business
Susan P. Rounds, JD, CPA, LL.M. (taxation), TEP, AEP® (Distinguished)
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
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