| March 5, 2026 |
March CGEPC Dinner Meeting: S Corporations in Estate Planning: Navigating Complexities and Avoiding Pitfalls
Daniel Martin Ebert |
| 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 |
| April 9, 2026 |
April Breakfast Meeting: Leveraging AI in Legal, Tax, and Fiduciary Practice: Ethical Considerations and Best Practices
Rafaela Vianna & Beth E. Spickler |
| April 22, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - SLATs Topic
James I. Dougherty, JD |
| May 7, 2026 |
May CGEPC Dinner Meeting: Case Law Update: Key Rulings and Trends
Stacy B. Rubel |
| 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 |
| 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 |
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