Event Calendar

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 Pennsylvania Community Foundations: Helping You and Your Clients Accomplish Personal Philanthropic and Estate Planning Goals
Michael Batchelor
April 22, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - SLATs Topic
James I. Dougherty, JD
May 14, 2026 Lunch Meeting
June 17, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer
June 18, 2026 Summer Social
July 15, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary: Beyond the Documents: Navigating Family Dynamics that Shape the Plan
Arden O'Connor & Diana Clark, JD
August 19, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Title Coming Soon
Thomas A. Tietz, JD
September 17, 2026 Lunch Meeting
September 23, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI
November 18, 2026 Fall Networking Social
January 21, 2027 Dinner Meeting
March 11, 2027 Lunch Meeting
May 13, 2027 Lunch Meeting
September 16, 2027 Lunch Meeting
View Past Events