Event Calendar

September 15, 2026 The Corporate Trustee in Today's Estate Plan
Jennifer Alfieri, Tompkins Financial Advisors
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 Organizational Tools for Clients and their families
Angela O'Neill, CFP, CLTC, Partner - The Strebel Planning Group
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 When Beneficiary Designations Go Wrong: Probate vs. Non-Probate Assets
Heather Berry, VP and Trust Officer, Tompkins Financial Advisors
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
January 12, 2027 2027 Tax Updates
Michelle Flinn, CPA - Sciarabba Walker
February 9, 2027 Topic TBD
TBD
March 9, 2027 Getting the most from our NAEPC membership benefits
Thomas Griffith, Chief Philanthropy Officer, Community Foundation of Central New York
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 11, 2027 End of Year Meeting - Topic: TBD
TBD
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
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