Event Calendar

May 12, 2026
NATIONAL EVENT:
NAEPC Estate Planners Forum
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished), Christopher R. Hoyt, JD, AEP® (Distinguished), Erin E. Markham, CTFA, TEP, AEP®, Jill L. Miller, JD, LL.M., and Hale E. Sheppard, JD, LL.M. (taxation), LL.M. (international law)
May 21, 2026 2026 SEPC Estate Planning Forum
Various
May 21, 2026 2026 Estate Planning Forum Sponsorship Opportunities
Various
June 17, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer
June 24, 2026
NATIONAL EVENT:
NAEPC Town Hall
David Green, CPA/PFS, CFP®, AEP® I 2026 President
June 25, 2026 SEPC Annual Meeting
N/A
June 30, 2026 SEPC Guest Payment
N/A
June 30, 2026 SEPC Member Payment
N/A
June 30, 2026 SEPC New Member Dues
N/A
July 15, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary: Beyond the Documents: Navigating Family Dynamics that Shape the Plan
Arden O'Connor & Diana Clark, JD
July 29, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Joint Webinar with NAIFA
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
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
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
View Past Events