The Leonard Company

Event Calendar

April 20, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Spousal Lifetime Access Trusts (SLATs) - Ethical, Practical, and Tax Considerations
James I. Dougherty, JD
April 22, 2026 CEPC New Members - Informal Meet and Greet Session
April 22, 2026 LUNCHEON: Beyond Heirs: Estate Planning for Childfree Clients and Those Without Descendants
Jennifer Goode, Bernstein
April 28, 2026 Annual After-Tax Breakfast Networking Event
April 29, 2026 Diversity Committee Meeting
May 5, 2026 Welcome Committee Meeting
May 12, 2026 Virtual Workshop: Ins and Outs of Grantor Trust Rules
Louis Laski, Katten & Caitlin Kelly, Katten
May 12, 2026
NATIONAL EVENT:
NAEPC Estate Planners Forum
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished), Christopher R. Hoyt, JD, AEP® (Distinguished), Erin E. Markham, CTFA, TEP, AEP®, Jill L. Miller, JD, LL.M., and Hale E. Sheppard, JD, LL.M. (taxation), LL.M. (international law)
May 14, 2026 LUNCHEON: Modern Estate Planning: What to do When Family Isn't One-Size Fits-All
Ray Prather, Prather Ebner Wilson
May 19, 2026 Public Outreach Committee Meeting
June 3, 2026 WEBINAR: Dirt Lawyering: Advanced Tax and Wealth Transfer Strategies for Real Estate Investors
Farhad Aghdami, Williams Mullen
June 17, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer
June 18, 2026 CEPC Member Volunteer Day
June 30, 2026 CEPC Events Payments
June 30, 2026 2025 - 2026 Sponsorships
N/A
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 29, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Joint Webinar with NAIFA
August 19, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Title Coming Soon
Thomas A. Tietz, JD
August 24, 2026 2026 Annual Outing Sponsorship
N/A
September 23, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI
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 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
View Past Events