Event Calendar

September 14, 2026 Top 10 Inheritance Myths: What really happens to heirs, wealth, and giving in the "Great Wealth Transfer" ***SPONSORED BY MARSH***
Russell James, JD, Ph.D
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 1, 2026 October Social ***SPONSORED BY AMERICAN CANCER SOCIETY AND PURVIEW LIFE***
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
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian
November 16, 2026 "Say What You Mean" Results of Ambiguities in Documents (MEMBERS ONLY)
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 Webinar 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 26, 2027 Young Professional Breakfast ***MEMBERS ONLY***
February 8, 2027 Welcome To The New Gilcrease!
Brian Lee Whisenhunt
March 8, 2027 Expert Panel Discussion ***SPONSORED BY INTERACTIVE LEGAL***
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
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
View Past Events