Event Calendar

September 15, 2026 The Process of Selling Your Business
Ed Kirk, Chinook Capital Advisors
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 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 17, 2026 New Probate Law
Diane Kiepe, JD
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 19, 2027 Economic Update and Direct Indexing
Dan Hodo, Russell Investments
March 16, 2027 March Dinner Meeting
TBD
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 18, 2027 2027 Annual Seminar
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
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