| October 14, 2026 |
FWA Alliance Fall Forum (10/14-10/16)
|
| October 15, 2026 |
ACTEC Fall Meeting (10/15-10/18)
|
| October 21, 2026 |
LUNCHEON: Demystifying DAFs: How they work and why they matter
Jill Weiner, Fidelity Charitable & Gretchen Wolf, Chicago Community Trust; (Moderator) Kirk Hoopingarner, Quarles & Brady |
| October 21, 2026 |
NAEPC Virtual Conference
|
| 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 |
| October 27, 2026 |
CEPC Networking and Giving Drive Breakfast Event
|
| October 28, 2026 |
Notre Dame Tax & Estate Planning Institute (10/28-10/30)
|
| November 3, 2026 |
Board Meeting
|
| November 5, 2026 |
NAEPC In-Person Meeting
|
| November 10, 2026 |
CEPC Member Only - Second City Networking Event
|
| November 11, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Veteran's Benefits
Susan L. Chalgian, JD |
| November 11, 2026 |
Veteran’s Day
|
| November 12, 2026 |
BREAKFAST: Trusts Under Pressure: Protecting Irrevocable Trusts in Divorce Litigation
Erika Shaw, JP Morgan, & Lizzy Garlovsky, Holland & Knight |
| November 26, 2026 |
Thanksgiving Day
|
| December 4, 2026 |
Executive Committee Meeting
|
| December 5, 2026 |
Hanukkah
|
| December 9, 2026 |
VIRTUAL: Private Placement Life Insurance: Tax-Efficient Wealth Transfer & Investment Access
Howard Sharfman, Winged Keel Group |
| December 9, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb |
| December 17, 2026 |
Virtual Board Meeting
|
| December 24, 2026 |
Christmas Eve
|
| December 25, 2026 |
Christmas Day
|
| December 31, 2026 |
New Year's Eve Day
|
| January 1, 2027 |
New Year's Day
|
| January 7, 2027 |
Virtual Board Meeting
|
| January 11, 2027 |
Heckerling Institute on Estate Planning (1/11-1/15)
|
| January 12, 2027 |
January Tax Days (1/12-1/14)
|
| January 18, 2027 |
Martin Luther King Jr. Day
|
| January 20, 2027 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Is Variable Life Insurance More Expensive?
William J. Boersma, CLU®, LIC, AEP® |
| January 28, 2027 |
LUNCHEON: Beyond the Blackout Window: Executive Compensation and the Estate Plan
Kate Kennedy, Cerity Partners |
| February 11, 2027 |
Board Meeting
|
| February 15, 2027 |
Presidents' Day
|
| 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® |
| February 24, 2027 |
LUNCHEON: 2026 Estate Planning Developments: The Year in Review
David Handler, Kirkland & Ellis LLP |
| February 28, 2027 |
ACTEC (2/28-3/4)
|
| March 5, 2027 |
March Tax Days (3/5-3/6)
|
| March 11, 2027 |
Board Meeting
|
| March 15, 2027 |
March Tax Day
|
| 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) |
| March 17, 2027 |
St. Patrick's Day
|
| March 25, 2027 |
BREAKFAST: Succession & Exit Planning for Closely Held Businesses
Rob Romanoff, Levenfeld Pearlstein, & Joe Medina, EY |
| March 26, 2027 |
Good Friday
|
| March 28, 2027 |
Easter
|
| April 15, 2027 |
April Tax Day
|
| April 21, 2027 |
Passover
|
| April 23, 2027 |
Virtual Board Meeting
|
| April 28, 2027 |
LUNCHEON: Income Tax Mitigation Through Creative Trust Structures (INGs, QSBS & More)
Benetta Park, Bessemer Trust, & Dan Gespass, Andersen |
| May 3, 2027 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| May 12, 2027 |
NAEPC Virtual Conference
|
| May 13, 2027 |
Board Meeting
|
| May 19, 2027 |
LUNCHEON: Partnering with Corporate Fiduciaries: A Drafter's Guide to Better Trust Documents
Kathy Van Eewen, JP Morgan, & Jessica Birnbaum, ArentFox Schiff |
| May 20, 2027 |
The Northern Trust Symposium
|
| May 31, 2027 |
Memorial Day
|
| June 10, 2027 |
Virtual Board Meeting
|
| June 15, 2027 |
June Tax Deadline
|
| 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) |
| June 16, 2027 |
VIRTUAL: Fun with Funding Formulas: Marital & Credit Shelter Trusts
Susan Bart, ArentFox Schiff |
| June 18, 2027 |
Virtual Executive Committee Meeting
|
| June 19, 2027 |
Juneteenth
|
| June 30, 2027 |
2026 CEPC Events Payments
|
| June 30, 2027 |
2026-2027 Sponsorships
|
| 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
|
|
View Past Events
|
