Event Calendar

September 17, 2026 Kickoff Fall Social
Networking Night
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 Trusts & Estates Litigation Update
Dominic Kouffman, Attorney
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 12, 2026 Professional Perspective-Series #1: CPA Perspective
CPA Panel with Deb Hilleary as Moderator
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
December 10, 2026 Professional Perspective-Series #2: Financial Advisor & Planning Perspective
Panel Presentation
January 21, 2027 Professional Perspective-Series #3: Fiduciary Perspective
Panel Presentation
February 18, 2027 Heckerling Roundtable- Joint with Pinellas Estate Planning Council
TBD
March 11, 2027 Professional Perspective-Series #4: Attorney Perspective
Panel Presentation with Ken Crotty as moderator
April 22, 2027 Professional Perspective-Series #5: Charitable Planner Perspective
Panel Presentation with Denyve Boyle as moderator
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 13, 2027 Spring Social
Networking
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
View Past Events