Event Calendar

September 16, 2026 A Capital Markets and Economic Outlook for 2026 and Beyond
Heather L. Kidde, CFA; Senior Vice President, Senior Wealth Manager/Portfolio Manager; BNY Mellon Wealth Management
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
October 21, 2026 What You Really Need to Know About Social Security, and How to Advise Your Clients for the Best and Maximum Results!
Ash Ahluwalia, CFP, MBA, NSSA; Managing Director and Head of Social Security Planning (National Social Security Advisor® Certification), Prosperity Capital Advisors, Red Bank, NJ
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 November event - Virtual
TBD
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
February 17, 2027 February event - Virtual (Heckerling Review)
TBD
March 24, 2027 March event - Virtual
TBD
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 19, 2027 May event - Live
TBD
June 16, 2027 Special Income & Estate Tax Year-End Event
TBD
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
View Past Events