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 24, 2026 Hot Topics in Transfer Tax Valuation
John W. Prokey, Ramsbacher Prokey & Leonard LLP
April 22, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - SLATs Topic
James I. Dougherty, JD
May 26, 2026 Concrete Assets, Abstract Duties: How Trustees Can Manage Risk for Real Estate and Other Asset Concentrations
Marc McKay and Amy Takeuchi Wanlass - BMO Wealth Management
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
July 28, 2026 To Be Announced
Kevin R. Ghassomian - Partner, Venable LLC
August 19, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Title Coming Soon
Thomas A. Tietz, JD
September 22, 2026 To Be Announced
To Be Announced
September 23, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI
November 17, 2026 To Be Announced
To Be Announced
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