Event Calendar

June 24, 2026
NATIONAL EVENT:
NAEPC Town Hall
David Green, CPA/PFS, CFP®, AEP® I 2026 President
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 24, 2026 Summer Series I: Arizona Property Law for Estate Planning: Transfers, Liens, and Fiduciary Duties
Corey Larson, Jennings Haug Keleher McLeod Waterfal LLP; Eric Freeman from Beach Fleischman, Vinny Yackanin, Long Realty Company
July 29, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Joint Webinar with NAIFA
August 14, 2026 Summer Series II: International Estate Planning
Brent Nelson, Rimon, P.C.; David Lopez-Monroy, Merrill Lynch Wealth Management; Fernando Barraza
August 19, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Administering Trusts and Estate Planning Transactions: Reviewing Lessons from Cases and Practical Steps to Consider
Thomas A.Tietz, JD
September 16, 2026 Special Needs, ABLE, & Public Benefits
: Robert B. Fleming, Attorney, Fleming & Curti PLC, Tucson, AZ
September 23, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI and Dave Logan
October 21, 2026 Cyber Property
Dr. Gerry W. Beyer, Attorney, Texas Tech University School of Law, Lubbock, TX
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 18, 2026 Year-End Planning
Rachel Votto, CPA, AEP, BDG-CPAs, Ridgewood, NJ
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
December 16, 2026 IRS Matters
Chris J. Sheldon, Attorney, Silver Law PLC, Scottsdale, AZ
February 17, 2027 GST Planning and Tax Implications
Ashley L. Case, Attorney, Tiffany & Bosco P.A., Phoenix, AZ
March 17, 2027 §1031 Like-Kind Exchanges
Adrienne Salyer, VP, IPX 1031, Gilbert, AZ
April 21, 2027 April Meeting
Samuel A. Donaldson, JD, LLM, AEP, Georgia State University College of Law, Atlanta, GA
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
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