Event Calendar
| 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 |
Trends in Charitable Giving
Shawn Morehead, JD, New Hampshire Charitable Foundation |
| 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 |
| November 18, 2026 |
The Economy - What the Leading Indicators Are Saying About 2027
Lauren Saidel-Baker |
| 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 20, 2027 |
Implementation Post Death - Panel Presentation & Discussion
Attorney Ben Siracusa Hillman; Financial Planner Scott Mazuzan;Trust Officer TBD |
| March 10, 2027 |
Business Succession Planning
Katie Sheehan |
| May 3, 2027 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| May 19, 2027 |
Reimagining Retirement
Dorian Mintzer, M.S.W., Ph.D. |
| May 8, 2028 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| View Past Events |
