Event Calendar
| January 20, 2026 |
The Impact of AI on Estate Planners
Daniel Miller, ESQ |
| January 21, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Letters of Wishes: Helpful Guidance from the Grave
Cindy Brown, JD, TEP and Kim Kamin, JD, AEP® (Distinguished) |
| February 12, 2026 |
Lunch n' Learn - Basic Estate Planning Documents
Kate McCurdy, Esq. |
| February 18, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The Tricks and Traps of Investment Management
Randolph B. Cohen, Harvard Business School MBA Class of 1975 Senior Lecturer of Entrepreneurial Management |
| March 17, 2026 | Medicaid Planning |
| March 18, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Cryptocurrency Topic
Ric Edelman, CBDA |
| April 22, 2026 | Bowling Fun at Radio Social |
| April 22, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - SLATs Topic
James I. Dougherty, JD |
| May 19, 2026 | Panel Group Discussion- The Blended Family |
| September 15, 2026 |
Program with Susan Rounds - Family Dynamics
Susan Rounds, JD, CPA, LL.M., AEP, TEP |
| View Past Events |
