Event Calendar

January 21, 2026 Beyond Bloodlines - Estate Planning When You’re Childfree
Jennifer B. Goode of Bernstein
January 21, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Letters of Wishes: Helpful Guidance from the Grave
Cindy Brown, JD, TEP and Kim Kamin, JD, AEP® (Distinguished)
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
February 26, 2026 2026 Heckerling Review
Kevin Matz of ArentFox Schiff
March 11, 2026 Selling a Small Business
Jason Bernstein of DAK Group, Casey Gocel of Mandelbaum Barrett, Joe Cecere of EisnerAmper
March 18, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Cryptocurrency Topic
Ric Edelman, CBDA
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
View Past Events