Event Calendar

February 10, 2026 Lunch & Learn: Undue Influence and the Vulnerable Adult
Jonathan Paul
February 18, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The Tricks and Traps of Investment Management
Randolph B. Cohen, Harvard Business School MBA Class of 1975 Senior Lecturer of Entrepreneurial Management
March 12, 2026 Dinner Meeting: Overdue Overview Review on Florida Asset Protection
Michael Sneeringer
March 18, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Cryptocurrency Topic
Ric Edelman, CBDA
April 7, 2026 Lunch & Learn: The Role of Artificial Intelligence and Technology in Estate Planning
Greer Pressly
April 22, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - SLATs Topic
James I. Dougherty, JD
June 17, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer
September 10, 2026 Dinner Meeting: “What You Need to Know About Series LLCs - The Good, The Bad and The Ugly"
Alan S. Glassman
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