Event Calendar

October 19, 2026 October Luncheon - Chris Keizer presents Business Valuation
Chris Keizer
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 9, 2026 November Luncheon: Panel Discussion on Tax Planning
Katherine E. Merck Moderates a discussion with other attorneys
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Veteran's Benefits
Susan L. Chalgian, JD
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
December 14, 2026 December Luncheon - John Mitchell presents on The Economy
John Mitchell
January 11, 2027 January Luncheon: Bill Roth Presents on Cybersecurity
Bill Roth
January 20, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Is Variable Life Insurance More Expensive?
William J. Boersma, CLU®, LIC, AEP®
February 8, 2027 February Luncheon: Bryce Ralston presents on 2027 Market Update and Forecast
Bryce Ralston, CMT
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 8, 2027 March Luncheon: John Kamprath Presents Modern Market Structure - Not your father's stock market
John Kamprath, CFP, CEPA
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 12, 2027 April Social- Mixer with 1st District Bar Association
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 10, 2027 May Luncheon: Panel Discussion on Running an Estate Planning Business
Bill Pfinsgraff Moderates discussion between Tyler Snyder, Kimmer Callahan and
June 14, 2027 End of Season Social
Member Voting Session at 4:00pm/Mixer at 4:30pm
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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