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 13, 2026 Real Estate Income Tax And Estate Planning Strategies That Estate Planners Need to Know and Evaluate
Matthew E. Rappaport, Esq., LL.M.; Vice Managing Partner, and Chair of the Taxation and Private Client Groups; Falcon Rappaport & Berkman LLP (Rockville Center, NY and New York, NY)
June 17, 2026 June Event - Special Year End Tax and Estate Planning (Breakfast or Lunch - TBD)
TBD
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
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