| January 21, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Letters of Wishes: Helpful Guidance from the Grave
Cindy Brown, JD, TEP and Kim Kamin, JD, AEP® (Distinguished) |
| January 28, 2026 |
January 2026 Virtual Networking
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| February 10, 2026 |
Luncheon: Updates from the 2026 Heckerling Institute sponsored by Zinner & Co.
Joseph M. Mentrek |
| February 18, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The Tricks and Traps of Investment Management
Randolph B. Cohen, Harvard Business School MBA Class of 1975 Senior Lecturer of Entrepreneurial Management |
| February 24, 2026 |
Volunteer Opportunity - Cleveland Kids' Book Bank
|
| March 10, 2026 |
Luncheon: Managing Fiduciary Implications of Life Insurance sponsored by BNY Wealth
Allen Hensley |
| March 18, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Cryptocurrency Topic
Ric Edelman, CBDA |
| March 26, 2026 |
March 2026 Virtual Networking
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| 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 |
| 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
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