| 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 18, 2026 |
Property Tax Planning With Entities
Michael Kelly |
| March 18, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Cryptocurrency Topic
Ric Edelman, CBDA |
| April 22, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - SLATs Topic
James I. Dougherty, JD |
| May 20, 2026 |
Risk Mitigation for The Successor Trustee
Josh Yager, Esq., CFP, ChFC, CLU |
| 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: Family Dynamics Under Stress: How Behavioral Patterns Shape Planning Conversations
Arden O'Connor |
| July 15, 2026 |
Lifetime and Estate Planning for Disposition of Fine Art, Jewelry and Valuable Collectibles
Michael Heumann |
| August 19, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Title Coming Soon
Thomas A. Tietz, JD |
| September 17, 2026 |
Estate Planning for Crypto Currency
Kevin Jackson |
| September 23, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI |
| November 11, 2026 |
Charitable Planning Panel
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