| 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 |
| March 19, 2026 |
TBA
Al King |
| April 21, 2026 |
The Ins and Outs of Gifts Not Subject to Gift Tax
Cannon Teleconference |
| April 22, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - SLATs Topic
James I. Dougherty, JD |
| 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 17, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer |
| June 23, 2026 |
Estate Planning and Administration Professionals in the Dock (Ethics CE)
Cannon Teleconference |
| July 15, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary: Family Dynamics Under Stress: How Behavioral Patterns Shape Planning Conversations
Arden O'Connor |
| July 21, 2026 |
Valuation and Gross Estate Inclusion Issues
Cannon Teleconference |
| 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 |
| 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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