Event Calendar

October 19, 2026 Strategies to Increase Social Security Benefits ***SPONSORED BY ASSET LIQUIDATION SPECIALISTS AND COVENANT LIVING AT INVERNESS***
Ash Ahluwalia, CFP
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 5, 2026 Young Professional's Network Social ***SPONSORED BY REGENT PRIVATE WEALTH and RISELING & RHODES***
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Veteran's Benefits
Susan L. Chalgian, JD
November 16, 2026 "Say What You Mean" Results of Ambiguities in Documents (MEMBERS ONLY) **SPONSORED BY CARING TRANSITIONS**
Leslie Amann, JD, AEP
December 8, 2026 Breakfast At The Summit ***MEMBERS ONLY ***Webinar*** ***SPONSORED BY AMERICAN BANK AND TRUST***
Cindy Brown, JD, TEP and Kim Kamin, JD, AEP® (Distinguished)
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
January 19, 2027 Economic Update ***SPONSORED BY FARMERS NATIONAL COMPANY***
Brad Zerger, CIO
January 20, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Is Variable Life Insurance More Expensive?
William J. Boersma, CLU®, LIC, AEP®
January 26, 2027 Young Professional Breakfast ***MEMBERS ONLY***
February 8, 2027 Welcome To The New Gilcrease! ***SPONSORED BY INTERACTIVE LEGAL***
Brian Lee Whisenhunt
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 8, 2027 Expert Panel Discussion ***BRANDON AUCTION***
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)
April 19, 2027 Estate Planning Current Developments ***SPONSORED BY MOORE/FITZGERALD FUNERAL HOMES & CREMATORY***
Steve Akers, JD
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 10, 2027 "Creating A Tax-Efficient Intergenerational Wealth Plan"
Michael Finke, PhD, CFP
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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