Event Calendar
| October 2, 2026 | 2026-2027 Membership Dues |
| October 7, 2026 |
Relationship Foundations: Ethics of the Client Relationship
Elli Becker and Jeremy Guth, as well as guest panelists Andrew Bird and Sean Bailey |
| 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 4, 2026 |
Artificial Intelligence - Benefits and Ethical Issues
Nancy Rapoport |
| November 11, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian, JD |
| December 2, 2026 |
Wisconsin Pooled Trusts
Life Navigators Representative(s) |
| December 9, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb |
| February 3, 2027 |
Grantor Trust Traps
Vada Lindsey |
| March 3, 2027 |
Annual Heckerling Update
Mark Shiller |
| May 3, 2027 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| May 5, 2027 |
To Be Announced
To Be Announced |
| June 2, 2027 |
Year End Social
No Scheduled Speaker, Just dinner, drinks, and good company |
| May 8, 2028 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| View Past Events |
