| April 20, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Spousal Lifetime Access Trusts (SLATs) - Ethical, Practical, and Tax Considerations
James I. Dougherty, JD |
| May 14, 2026 |
Trust Administration Issues
John Shaffer, Lisa Dougan and Tom Crowley, Aligned Partners Trust Company |
| June 17, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer |
| June 18, 2026 |
Summer Social
|
| 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 17, 2026 |
Lunch Meeting
|
| September 23, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI |
| November 11, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian |
| November 18, 2026 |
Fall Networking Social
|
| December 9, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb |
| January 21, 2027 |
Dinner Meeting
|
| March 11, 2027 |
Lunch Meeting
|
| May 13, 2027 |
Lunch Meeting
|
| September 16, 2027 |
Lunch Meeting
|
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