Event Calendar

April 20, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Spousal Lifetime Access Trusts (SLATs) - Ethical, Practical, and Tax Considerations
James I. Dougherty, JD
April 22, 2026 Joint Meeting with the BCEPC - Planning for Aging: Protecting Client Intent Through Integrated Housing, Care, Funding, and Oversight
Joe Conner of Friends Life Care and Bode Hennegan of Life Managers & Associates
June 3, 2026 MCEPC Annual Seminar: Unlocking Hidden Value: Life Settlements for High-Net-Worth Clients and Business Owners
Scott Etish from Coventry
June 9, 2026 Joint EPC Happy Hour
June 17, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer
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
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
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