| February 18, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The Tricks and Traps of Investment Management
Randolph B. Cohen, Harvard Business School MBA Class of 1975 Senior Lecturer of Entrepreneurial Management |
| February 18, 2026 |
Estate & Trust Tax Updates
Richard Furlong, Jr. |
| March 18, 2026 |
When Good Gifts Go Bad: Examples and Lessons Learned
Scott S. Small, Esq. |
| March 18, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Cryptocurrency Topic
Ric Edelman, CBDA |
| April 22, 2026 |
Joint Meeting with the BCEPC - Planning for Aging in Place: Integrating Funding, Care, and Oversight
Joe Conner of Friends Life Care and Bode Hennegan of Life Managers & Associates |
| April 22, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - SLATs Topic
James I. Dougherty, JD |
| June 3, 2026 |
MCEPC Annual Seminar: Unlocking Hidden Value: Life Settlements for High-Net-Worth Clients and Business Owners
Scott Etish from Coventry |
| June 17, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer |
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