| 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: From Inheritance to Stewardship: Preparing the Next Generation for the Great Wealth Transfer sponsored by Glenmede
Katherine E. Collin, Esq., AEP®, Eric M. Meleney, and Richard Tanner, AEP®, CAP®, CLU® |
| 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 |
Luncheon: AI In Estate Planning – Opportunity or Liability? 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 |
Luncheon: Updates from the 2027 Heckerling Institute sponsored by BNY Wealth
Joe Mentrek |
| 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: Best Practices on Forming and Administering Trusts: Minimizing Friction and What Comes Next sponsored by UB Greensfelder
Jim Bright and Justin Stark |
| 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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