Event Calendar

September 10, 2026 Dinner Meeting: “What You Need to Know About Series LLCs - The Good, The Bad and The Ugly"
Alan S. Gassman
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
October 20, 2026 Lunch & Learn: Charitable Planning
Steve Jarina
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
November 19, 2026 Dinner Meeting: Technology & Financial Exploitations - Protecting the Elderly & Vulnerable
Sasha F. Granai, Esq.
December 8, 2026 Lunch & Learn: Navigating Business Valuations
Timothy Bronza and Thomas Insalaco
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
January 14, 2027 Dinner Meeting: Ten Tips for Effective IRA Planning and Administration
Rachel Barlow, Esq.
February 9, 2027 Lunch & Learn: Pets & Collectibles in Planning & Administration
Peggy Hoyt
March 11, 2027 Dinner Meeting: Federal Tax Update
Samuel A. Donaldson
April 20, 2027 Lunch & Learn: Insurance
Hollie Gorman
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
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