Event Calendar

August 19, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Heirloom: Administering Trusts and Estate Planning Transactions: Reviewing Lessons from Cases and Practical Steps to Consider
Thomas A.Tietz, JD
August 20, 2026 CCEPC Meet & Greet
September 17, 2026 September 2026 CCEPC Monthly Meeting
Charles Hosey
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 15, 2026 October 2026 CCEPC Monthly Meeting
Omar Garcia
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 November 2026 CCEPC Monthly Meeting
TBD
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 21, 2027 January 2027 CCEPC Monthly Meeting
Matthew L. Roberts, Meadows Collier
February 18, 2027 February 2027 CCEPC Monthly Meeting
Leslie Kiefer Amann
March 18, 2027 March 2027 CCEPC Monthly Meeting
Dr. Peter Pardo Jr
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
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