Event Calendar
| January 21, 2026 |
Breakfast Webinar: Setting Up a Single Family Office: Advantages, How They Work, & When to Consider
Jacob M. Even, J.D., LL.M., Senior Wealth Strategist, Wealthspire Advisors |
| 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) |
| February 11, 2026 |
International Estate Planning – Tips and Challenges
Michael W. Galligan, J.D., Co-Chair, Trusts & Estates Department, Phillips Nizer LLP |
| 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 11, 2026 |
Breakfast Webinar: Special Needs Planning
Rebecca A. Iannantuoni, J.D., Day Pitney LLP |
| March 18, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Cryptocurrency Topic
Ric Edelman, CBDA |
| May 6, 2026 |
Premium Financing
New York Life Insurance (Speakers TBA) |
| View Past Events |
