Event Calendar
| 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 |
| September 30, 2026 |
Breakfast Program - Update from the Federal Reserve Bank of Philadelphia
Ryo Tashiro of the Federal Reserve Bank of Philadelphia |
| October 15, 2026 | BCEPC Social |
| 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 |
| October 28, 2026 |
Breakfast Program - AI in Estate Planning
Ross E. Bruch from Brown Brothers Harriman & Co. |
| November 11, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian |
| November 18, 2026 |
Breakfast Program TBD
TBD |
| 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 | BCEPC New Year Social |
| January 27, 2027 |
Breakfast Program - Tax Update
Stephen Slade, CPA and Partner of Wouch Maloney & Co. LLP |
| February 24, 2027 |
Breakfast Program TBD
TBD |
| March 24, 2027 |
Breakfast Program TBD
TBD |
| April 28, 2027 |
BCEPC & MCEPC Joint Dinner Meeting TBD
TBD |
| May 3, 2027 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| May 6, 2027 | BCEPC Social |
| May 19, 2027 |
Breakfast Program - Secured Steps: The Special Needs Planning Playbook for Professional Advisors + Annual Membership Meeting
Jeff Llewellyn, CFA, CFP® |
| May 8, 2028 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| View Past Events |
