Event Calendar

October 15, 2026 BCEPC Fall 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 Planning on AI
Ross E. Bruch from Brown Brothers Harriman & Co.
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Veteran's Benefits
Susan L. Chalgian, JD
November 18, 2026 Coordination of Assets and Estate Planning
Jocelin Price of Antheil Maslow & MacMinn, LLP, Jay Burgman of The Burgman Financial Group, and Obadiah English of Mannion Prior, LLP
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
January 14, 2027 BCEPC New Year Social - Wine Tasting
January 20, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Is Variable Life Insurance More Expensive?
William J. Boersma, CLU®, LIC, AEP®
January 27, 2027 Tax Update
Stephen Slade, CPA and Partner of Wouch Maloney & Co. LLP
February 18, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary - I Love You to Death: How the Psychology of Mortality Changes Financial Decisions in Life Insurance, Annuities, Planned Giving, and Estate Planning
Russell N. James, III, Ph.D., JD, CFP®
February 24, 2027 Breakfast Program TBD
TBD
March 17, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Don't Be the Test Case: The Luck of the Irish Is Not a Tax Strategy
Beth Shapiro Kaufman, JD, AEP® (Distinguished)
March 24, 2027 Heckerling Institute Recap
BNY Mellon
April 28, 2027 BCEPC & MCEPC Joint Dinner Meeting TBD
TBD
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 19, 2027 Secured Steps: The Special Needs Planning Playbook for Professional Advisors + Annual Membership Meeting
Jeff Llewellyn, CFA, CFP® of Rockwood Wealth Management
June 16, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Updates and Insights from the NAEPC 2027 Estate Planners Forum
Thomas A. Tietz, JD & Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
June 17, 2027 BCEPC Spring Social - End of 2026-2027 Programs
July 21, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary - All Grown Up with No Place to Live: Exploring Options for Helping Children or Other Family Members Acquire a Home
Jocelyn Margolin Borowsky, JD, LL.M. (taxation) & Judith A. Saxe, JD, AEP®, CAP®
August 18, 2027
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Transition by Design: Successful Succession of the Family Business
Susan P. Rounds, JD, CPA, LL.M. (taxation), TEP, AEP® (Distinguished)
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
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