| January 20, 2026 |
Estate Planning Under the "One Big Beautiful Bill Act"
Cannon Teleconference |
| January 21, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Letters of Wishes: Helpful Guidance from the Grave
Cindy Brown, JD, TEP and Kim Kamin, JD, AEP® (Distinguished) |
| January 22, 2026 |
Top Ten Estate Planning Lessons Learned from Recently Deceased Celebrities
Eido Walny |
| February 12, 2026 |
Giving Your Clients the ESOP Edge
Joel Davis |
| February 18, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The Tricks and Traps of Investment Management
Randolph B. Cohen, Harvard Business School MBA Class of 1975 Senior Lecturer of Entrepreneurial Management |
| March 18, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Cryptocurrency Topic
Ric Edelman, CBDA |
| March 19, 2026 |
TBA
Al King |
| April 21, 2026 |
The Ins and Outs of Gifts Not Subject to Gift Tax
Cannon Teleconference |
| April 23, 2026 |
Planning with Life Insurance LLCs after Connelly and Huffman
Steve Gorin |
| May 19, 2026 |
Trust Administration Challenges Faced by 21st Century Trustees
Cannon Teleconference |
| May 21, 2026 |
Federal Tax Update
Sam Donaldson |
| June 23, 2026 |
Estate Planning and Administration Professionals in the Dock (Ethics CE)
Cannon Teleconference |
| July 21, 2026 |
Valuation and Gross Estate Inclusion Issues
Cannon Teleconference |
| November 17, 2026 |
Qualified Retirement Plans and IRAs – Planning Under SECURE 2.0 Act of 2022 and 2024 Final Regulations
Cannon Teleconference |
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