Event Calendar

March 18, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The Death of the 60/40 Glidepath – and Crypto’s Role in its Replacement
Ric Edelman, CBDA
March 19, 2026 AAEPC Education Event: AI in Estate Planning
Jack Beckett of the Law Office of Frederick R. Franke, Jr. LLC
April 22, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - SLATs Topic
James I. Dougherty, JD
April 29, 2026 April Wine Down Wednesday
Sponsored by Modera Wealth Management
May 14, 2026 AAEPC Education Event: Trusts in Philanthropy and Estate Planning
Alex Pagnotta is Managing Attorney at Sinclair Prosser Gasior
June 17, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer
July 15, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary: Beyond the Documents: Navigating Family Dynamics that Shape the Plan
Arden O'Connor & Diana Clark, JD
August 12, 2026 August Wine Down Wednesday
August 19, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Title Coming Soon
Thomas A. Tietz, JD
September 23, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI
November 5, 2026 November Wine Down Wednesday - A Thursday Pour
View Past Events