Event Calendar

August 19, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Heirloom: Administering Trusts and Estate Planning Transactions: Reviewing Lessons from Cases and Practical Steps to Consider
Thomas A.Tietz, JD
September 10, 2026 AI Risk, Ethics, and Governance for Professional Services
Cory Ng, DBA-Villanova University
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 1, 2026 Golf Social w/ Chester County Bar Association
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 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian
November 12, 2026 The Purpose-Driven Estate Plan: Integrating Wealth, Values, and Philanthropy for the Next Generation
Jason Arbacheski, CAP, Jamison MacMain, Esq.
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
January 14, 2027 CCEPC Holiday Party
The Jockey Tavern, Malvern
February 11, 2027 Planning with AI: Exploring the Future of Estate & Financial Planning in the AI ERA & Past Presidents Dinner
Ryo Tashiro - Federal Reserve Bank of Philadelphia
March 18, 2027 Lunch & Learn: What's It Worth? w/ Material Culture
Matthew Wilcox, Material Culture
April 22, 2027 Joint Post-Tax Social With DELCO EPC
N/A
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 13, 2027 Economic Outlook & Annual Meeting
Ryo Tashiro - Federal Reserve Bank of Philadelphia
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
View Past Events