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
August 19, 2026 BEPC Orioles vs. Yankees Networking Event
NA
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 24, 2026 BEPC Education Program: "Celebrity Wills"
Eido Walny
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 29, 2026 BEPC Education Program: Unlocking Hidden Value: Life Settlements for High-Net-Worth Clients and Business Owners
Scott Etish
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian
December 2, 2026 BEPC Education Program: 2026 Developments in Federal Estate and Gift Taxation
Beth Kauffman Shaprio
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
January 28, 2027 BEPC Education Program: Planning for Loved Ones with Special Circumstances
Katie Sheehan
February 25, 2027 BEPC Education Program: Economic Update
Anirban Basu
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 20, 2027 BEPC Education Program: Designing Generosity
David York
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
View Past Events