| March 10, 2026 |
Luncheon: Discovering, Crystalizing, and Achieving Client Objectives sponsored by BNY Wealth
Allen Hensley, CLU®, ChFC®, MSFS, AEP® |
| March 18, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The Death of the 60/40 Glidepath – and Crypto’s Role in its Replacement
Ric Edelman, CBDA |
| March 26, 2026 |
March 2026 Virtual Networking
|
| April 22, 2026 |
Independence Breakfast: Famous Estates, Familiar Problems: Applying Lessons from Celebrity Estates to Private Client Planning presented by PNC Bank
Dana DeCapite, Joe Ferraro, and Kate Wensink |
| April 22, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - SLATs Topic
James I. Dougherty, JD |
| May 12, 2026 |
Annual Joint Luncheon with Tax Club: Buy/Sell Agreements sponsored by Western Reserve Trust Company
Tami Bolder and Jason Harris |
| June 4, 2026 |
Special Awards Celebration sponsored by Glenmede
|
| June 17, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer |
| July 15, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary: Beyond the Documents: Navigating Family Dynamics that Shape the Plan
Arden O'Connor & Diana Clark, JD |
| August 19, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Title Coming Soon
Thomas A. Tietz, JD |
| September 23, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI |
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