Event Calendar

September 15, 2026 NC Treasurer Brad Briner Dinner Meeting
Brad Briner, NC State Treasurer
September 23, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Lastshelf: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI and Dave Logan
October 13, 2026 Lunch Meeting
TBA
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 10, 2026 Difficulty After Death -- Wrongful Death & Family Settlements In Estate Administration
Catherine Wilson, Assistant Professor of Public Law & Government
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian
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 9, 2027 Re: Innovation & The Utilization of AI In Tax
April Walker
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 11, 2027 Lunch Meeting
TBA
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
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