| November 4, 2026 |
2026 Advisors Symposium
Steve Parrish, Alan Gassman, Kathleen Bilderback & Allen Hensley |
| November 11, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Veteran's Benefits
Susan L. Chalgian, JD |
| November 12, 2026 |
Unintended Consequences of Estate Planning and Divorce
John Hussell, Wooton, Davis, Hussell & Johnson PLLC |
| December 8, 2026 |
Members' Holiday Mixer
|
| December 9, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb |
| December 10, 2026 |
Chamber of Commerce Business After Hours Hosted by City National Bank
|
| January 14, 2027 |
Medicaid Planning
Tristate Estate Attorneys |
| January 20, 2027 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Is Variable Life Insurance More Expensive?
William J. Boersma, CLU®, LIC, AEP® |
| February 11, 2027 |
Charitable Giving
Rick Robinson, Marshall University Foundation |
| February 18, 2027 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - I Love You to Death: How the Psychology of Mortality Changes Financial Decisions in Life Insurance, Annuities, Planned Giving, and Estate Planning
Russell N. James, III, Ph.D., JD, CFP® |
| March 11, 2027 |
SNT & Able Accounts
Anna Price, Bowles Rice |
| March 17, 2027 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Don't Be the Test Case: The Luck of the Irish Is Not a Tax Strategy
Beth Shapiro Kaufman, JD, AEP® (Distinguished) |
| April 8, 2027 |
Put the Success in Business Succession Planning
Katherine Sheehan, NAEPC |
| May 3, 2027 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| May 13, 2027 |
Bruce Stout Memorial Update on the Law - 2027
Dave Lunsford |
| June 10, 2027 |
End of the Year Mixer
TBA |
| June 16, 2027 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Updates and Insights from the NAEPC 2027 Estate Planners Forum
Thomas A. Tietz, JD & Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| July 21, 2027 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - All Grown Up with No Place to Live: Exploring Options for Helping Children or Other Family Members Acquire a Home
Jocelyn Margolin Borowsky, JD, LL.M. (taxation) & Judith A. Saxe, JD, AEP®, CAP® |
| August 18, 2027 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Transition by Design: Successful Succession of the Family Business
Susan P. Rounds, JD, CPA, LL.M. (taxation), TEP, AEP® (Distinguished) |
| May 8, 2028 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
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