Event Calendar

September 8, 2026 Luncheon: Checking for Updates… Estate Planning for Digital Assets 9+ years after Ohio Adopted RUFADAA sponsored by Stout
David M. Lenz
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 6, 2026 Fall Membership Social sponsored by Clearstead and Cleveland Foundation
October 20, 2026 Luncheon: From the Code to the Cloud: New Tax Law, FinCEN Rules, and Modern Estate Planning sponsored by Sequoia Financial Group
Mark R. Parthemer, JD, ACTEC Fellow, AEP®
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 November Luncheon: Topic TBD sponsored by U.S. Bank Private Wealth Management
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian
December 2, 2026 December 2026 Breakfast: Topic TBD sponsored by Glenmede
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 January 2027 Luncheon: Topic TBD sponsored by Key Private Bank
February 9, 2027 February 2027 Luncheon: Topic TBD sponsored by BNY Wealth
March 9, 2027 March 2027 Luncheon: Topic TBD sponsored by UB Greensfelder
April 21, 2027 April 2027 Breakfast: Topic TBD sponsored by Wellspring Family Office
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
View Past Events