Event Calendar
| 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, JD |
| 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 sponsored by Inherit IQ: 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
Ross Bruch, Esq., Senior Wealth Planner, Brown Brothers Harriman |
| 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 |
