| April 20, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Spousal Lifetime Access Trusts (SLATs) - Ethical, Practical, and Tax Considerations
James I. Dougherty, JD |
| May 20, 2026 |
Welcome & Networking Kickoff Social
|
| May 27, 2026 |
One Big Beautiful Bill Act
Carrie J. Christensen & Hannah M. Sheffield |
| June 17, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer |
| June 17, 2026 |
The Avoidable Blindside: Guiding your Entrepreneur clients to Exit Readiness
Ben Paulding & Luke Neely |
| 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 15, 2026 |
Estate Planning for Farmers and Ranchers
Madison Jones |
| 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 |
| August 19, 2026 |
Washington DC Policy Update and How it Effects Investors. A Presentation with Advanced Planning Strategies and Behavioral Finance
Dr. Tyler J. De Haan |
| September 16, 2026 |
Purposeful Planning: Tools that Advance Business, Estate, and Charitable Goals
Stephanie Judson |
| September 23, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI |
| 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 |
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