Event Calendar

March 18, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The Death of the 60/40 Glidepath – and Crypto’s Role in its Replacement
Ric Edelman, CBDA
March 19, 2026 NOT TO BE MISSED - EPCLC MEMBERS ONLY until 3/8; then opens to Guests until 3/12
Megan Marquardt, CFP®, CTFA, Fort Myers President; Jason Chiklakis, Trust Officer; Peter Knize J.D., LL.M., AEP, Chief Fiduciary Officer – Interviewed by Carolyn Rogers, SVP, Wealth Services - All of Florida Trust Wealth Management
April 16, 2026 Breach of Trust
Kenneth E. Kemp II
April 22, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - SLATs Topic
James I. Dougherty, JD
May 21, 2026 One Big Beautiful Business Valuation Update for Estate Planners
Atticus Frank
June 17, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer
July 15, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary: Beyond the Documents: Navigating Family Dynamics that Shape the Plan
Arden O'Connor & Diana Clark, JD
August 19, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Title Coming Soon
Thomas A. Tietz, JD
September 17, 2026 Inside Your Lee Clerk & Comptroller’s office
Clerk of Court Kevin Karnes
September 23, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI
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