| 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 10, 2026 |
EPCSED Event: Members-Only Roundtable Discussion: Naming an Agent for a Power of Attorney for Health Care
|
| 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 22, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - SLATs Topic
James I. Dougherty, JD |
| May 12, 2026 |
EPCSED Meeting: Options for the Tax Efficient Transition of Real Estate Wealth
Thomas Pugh, MLG Capital |
| June 9, 2026 |
EPCSED Happy Hour and AEP Informational Presentation
|
| June 17, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer |
| July 14, 2026 |
EPCSED Event: Members-Only Roundtable Discussion
|
| July 15, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary: Family Dynamics Under Stress: How Behavioral Patterns Shape Planning Conversations
Arden O'Connor |
| August 11, 2026 |
EPCSED Summer Social
|
| August 19, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Title Coming Soon
Thomas A. Tietz, JD |
| September 8, 2026 |
EPCSED Meeting: Alternative Investments
Michael Wayne Callahan, Cherry Bekaert fka Spicer Jeffries |
| September 23, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI |
| October 13, 2026 |
EPCSED Event: Members-Only Roundtable Discussion
|
| November 10, 2026 |
EPCSED Annual Meeting
|
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