| November 17, 2026 |
Qualified Retirement Plans and IRAs – Planning Under SECURE 2.0 Act of 2022 and 2024 Final Regulations
Cannon Teleconference |
| December 9, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb |
| December 10, 2026 |
The Current Market Environment: A Long-Term Investment Perspective
Matt Clark |
| January 19, 2027 |
Disbursements From Estates and Trusts
Cannon Teleconference |
| January 20, 2027 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Is Variable Life Insurance More Expensive?
William J. Boersma, CLU®, LIC, AEP® |
| January 21, 2027 |
Trust Planning With Beneficiary Well-Being In Mind: How Advisers Can Help Prepare The Next Generation For Inherited Wealth
Todd Flubacher |
| February 16, 2027 |
The Junction of Excellent Estate Planning and Terrible Trust Administration
Cannon Teleconference |
| 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 18, 2027 |
To Be Announced
Alan Hojer |
| 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 18, 2027 |
South Dakota Governor's Office of Economic Development
Bill Even |
| April 20, 2027 |
Practical Solutions to Vexing Trust Administration Dilemmas
Cannon Teleconference |
| April 22, 2027 |
Look What You Made Me Do: A Checklist for Post-Mortem Tax Planning (Taylor’s Version)
Ashley Case |
| May 3, 2027 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| May 21, 2027 |
Educating Heirs, Preserving Legacy and Preparing the Next Generation of Stewards
Mindy Kalinowski Earley |
| June 15, 2027 |
No Good Deed Goes Unpunished (Ethics)
Cannon Teleconference |
| 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) |
| 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 17, 2027 |
Valuation Considerations in Estate Planning and Administration
Cannon Teleconference |
| 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) |
| November 16, 2027 |
Protecting Beneficiaries From Themselves…and Others
Cannon Teleconference |
| May 8, 2028 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
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