Event Calendar
| September 1, 2026 |
New Changes in Senate Bill 50 and How it Will Impact Estate Planning
Andrew Yocum and Jonathan Gifford - Sturgill Turner Barker & Moloney, PLLC, Lexington, KY |
| 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 6, 2026 |
Tax Strategies Within Qualified Retirement Plans
Zachery Mountel, CPC, QPA, QKA - Trinity Pension Consultants, Akron, OH |
| 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 |
The Particulars of Real Property in Estate and Living Estate Situations
Chuck McKee - Bluegrass Auction, Appraisal & Realty, LLC, Lexington, KY |
| November 11, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian |
| December 1, 2026 |
Green Burials
Lauren Wolven - Arentfox Schiff LLP, Chicago, IL |
| 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 5, 2027 |
Trump Accounts and the $1700 Credit for Organizations
Julio Levisohn, CRPC, CPFA, SE-AWMA - Merrill Lynch Wealth Management, Lexington, KY |
| February 2, 2027 |
The Future of Professional Services: Why AI Alone Isn't the Answer
Jamie Hargrove, CPA/Attorney - JH Law Group/Tax and Trust - Louisville, KY |
| March 2, 2027 |
Inherited IRA's and the RMD Process
TBD |
| May 3, 2027 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| May 4, 2027 | 2nd Annual BGEPC Mixer |
| May 8, 2028 |
NATIONAL EVENT:
NAEPC Estate Planners Forum
|
| View Past Events |
