Event Calendar

August 19, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Heirloom: Administering Trusts and Estate Planning Transactions: Reviewing Lessons from Cases and Practical Steps to Consider
Thomas A.Tietz, JD
September 23, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Lastshelf: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI and Dave Logan
September 23, 2026 SEPC September Meeting
Helen Cheng, Esq., Partner ~ Withers Bergman, LLP
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
October 28, 2026 SEPC October Meeting
Courtnet Bravo, Esq - Brierton, Jones & Jones, LLP & Alexandra Happersett, Attorney - Brierton, Jones & Jones, LLP
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
January 27, 2027 SEPC January Meeting
Ellen Cookman, Owner/Principal Attorney - Cookman Law
February 24, 2027 SEPC February Meeting
Sara Pike, Partner - Withers
March 24, 2027 SEPC March Meeting
TBD
April 28, 2027 SEPC April Meeting
Ashley Landry, CPA & Gary Krausz, CPA - Gursey | Schneider LLP
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
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