| December 10, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Honoring the Past, Empowering the Future: Creating and Using Traditions to Strengthen Family Engagement
John A. Warnick, JD, AEP® (Distinguished) |
| January 13, 2026 |
Luncheon: From the Silent Generation to Gen Z – Estate Planning Across the Generations sponsored by Sequoia Financial Group
Gina Gurganus, Linda Olejko, and Rebecca Price |
| 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 |
| March 10, 2026 |
Luncheon: Managing Fiduciary Implications of Life Insurance sponsored by BNY Wealth
Allen Hensley |
| March 26, 2026 |
March 2026 Virtual Networking
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| April 22, 2026 |
Independence Breakfast: Topic TBD 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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