Event Calendar

September 8, 2026 Pennsylvania Inheritance Tax Deep Dive: What Federal Changes Don't Solve
Vicky Ann Trimmer, Esquire, CPA - Daley, Zucker, LLC, Lemoyne, PA
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 Income Tax Planning Eclipses Transfer Tax Planning: The New Order of Operations
Alex Jones, CPA, MST of Brinker Simpson & Co., LLC
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 Asset Protection Planning: Domestic Asset Protection Trusts, SLATS, and the Ethics of It All
Jeffrey Wolken, Esq. & Marguerite Weese, Esq. of Wilmington Trust
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian
December 8, 2026 HOLIDAY PARTY
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 Trust Decanting, Modification, and Reformation: When the Trust You Drafted Twenty Years Ago Doesn't Fit Anymore
Brad Terabelo, Esq. of Heckscher, Teillon, Terrill & Sager, PC
February 9, 2027 Retirement Account Planning Post SECURE 2.0: The Final Regulations and 10 year Rule in Practice
Martyn S. Babitz, Esq. of Archer & Greiner Law PC
March 9, 2027 Business Succession Planning
Kristin Schmid, Esquire of Kulzer & DiPadova, PA
April 22, 2027 JOINT POST-TAX SOCIAL WITH CHESTER COUNTY EPC
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
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