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Event Calendar

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 Luncheon: Lighting the Path to a Successful Exit: Why Deal Readiness 1–5 Years Out Protects Value, Timelines, and Owner Sanity sponsored by U.S. Bank Private Wealth Management
Monica Tarasco
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Veteran's Benefits
Susan L. Chalgian, JD
December 2, 2026 Breakfast: The Great Wealth Transfer: Topics for Consideration sponsored by Glenmede
Katie Collin, Eric Meleney, and Richard Tanner
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 January 2027 Luncheon: Topic TBD sponsored by Key Private Bank
January 20, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Is Variable Life Insurance More Expensive?
William J. Boersma, CLU®, LIC, AEP®
February 9, 2027 February 2027 Luncheon: Topic TBD sponsored by BNY Wealth
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 9, 2027 Luncheon: AI in Estate Planning – Opportunity or Liability? sponsored by UB Greensfelder
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 21, 2027 April 2027 Breakfast: Topic TBD sponsored by Wellspring Family Office
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 11, 2027 Annual EPC & Tax Club Joint Luncheon: ESOP Update and Overview sponsored by Western Reserve Trust Company
June 10, 2027 Special Awards Celebration 2027 sponsored by PNC
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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