Event Calendar
| April 27, 2026 |
BEPC - MD Legislative Update 4/27 via Zoom
Laura Thomas |
| May 4, 2026 | Joint Happy Hour with BEPC & Baltimore County Bar Estates & Trusts Section |
| May 7, 2026 |
BEPC Emerging Planners' Networking Social
N/A |
| 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 |
BEPC Education Program: “Succession Planning”
Susan Rounds |
| June 10, 2026 |
BEPC Annual Meeting
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 |
| June 30, 2026 | BEPC Education Program |
| 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 |
