Event Calendar

October 8, 2026 What you must know about Real Property Title in 2026
Kevin Sayles
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 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian, JD
November 12, 2026 Tax Compliance in the Shadows of That Other Transfer Tax: GST Return Requirements for the Wealth Planning Professional
David Bennedetto
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
December 10, 2026 When Bad Drafting Leads to Bad Case Law, and Where We Go from Here
Adam L. Streltzer, Esq. and Willow A Mc Jilton, Esq
January 20, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Is Variable Life Insurance More Expensive?
William J. Boersma, CLU®, LIC, AEP®
February 18, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: 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 17, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Don't Be the Test Case: The Luck of the Irish Is Not a Tax Strategy
Beth Shapiro Kaufman, JD, AEP® (Distinguished)
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
July 21, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: 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 Webinar: 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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