NAEPC Webinars (See All):

National Conferences on Estate, Financial and Tax Planning, and Related Disciplines

This list offers information on national programs sponsored by professional associations. While every effort is made to keep the list current and accurate, dates and locations are subject to change. Please visit the website for the hosting organization to verify program details.

The following list and links are as accurate as possible as of its publication date.  Due to COVID-19 some of the details for each event may change.  Please consult with the hosting organization for any questions.

Upcoming Events

1/17/2026 - 1/19/2026GFP Connect
Honduras
Global Financial Planning Institute
1/21/2026 - 1/23/2026Fidelity & Surety Law Midwinter Conference
Washington, D.C.
American Bar Association
2/17/2026 - 2/20/2026FSP Institute
Orlando, FL
NAIFA
2/19/2026 - 2/19/2026FPA Annual Conference
Dallas, TX
Financial Planning Association
3/25/2026 - 3/27/2026STEP International Estate Planning Conference
New York City, NY
STEP
4/19/2026 - 4/22/2026AHOU 2026 Conference
Auston, TX
The Association of Home Office Underwriters
4/20/2026 - 4/22/2026FPA Shift™ 2026
La Jolla, CA
Financial Planning Association
5/4/2026 - 5/6/2026LIMRA 2026 Workplace Benefits Conference
Tampa, FL
LIMRA
5/5/2026 - 5/7/2026Risk & Compliance Conference
Charlotte, NC
American Bankers Association
5/6/2026 - 5/9/2026Spring National Conference
Minneapolis, MN
National Association of Personal Finance Advisors
5/13/2026 - 5/15/2026ITA Annual Conference
Dallas, TX
Independent Trustee Alliance
5/18/2026 - 5/20/20262026 Annual Meeting
Washington, D.C.
The American Law Institute
5/18/2026 - 5/19/2026Congressional Conference
Washington, D.C.
NAIFA
5/18/2026 - 5/21/2026Advanced Markets
Washington, D.C.
Finseca
5/20/2026 - 5/22/2026Western Regional Charitable Gift Planners Conference
Costa Mesa, CA
Southern California Council of Charitable Gift Planners
5/26/2026 - 5/27/2026FPA NorCal Conference
San Francisco, CA
Financial Planning Association
5/29/2026 - 5/30/2026NAELA 2026 Conference
Milwaukee, WI
NAELA
6/7/2026 - 6/10/2026Million Dollar Roundtable Annual Meeting
Anaheim, CA
Million Dollar Round Table
6/8/2026 - 6/11/2026AICPA Engage 2026
Las Vegas, NV
American Institute of CPAs
6/23/2026 - 6/27/2026Annual Meeting & Education Conference
Missoula, MT
American Academy of Attorney- CPAs
6/24/2026 - 6/28/2026ACTEC Summer Meeting
Boston, MA
American College of Trust & Estate Counsel
8/18/2026 - 8/20/2026FPA NexGen Gathering
Dallas, TX
Financial Planning Association
9/23/2026 - 9/25/2026Bank Marketing Conference
Austin, TX
American Bankers Association
9/27/2026 - 9/29/2026LIMRA Annual Conference
Grapevine, TX
LIMRA
10/14/2026 - 10/16/2026Charitable Gift Planners Conference
New Orleans, LA
National Association of Charitable Gift Planners
10/14/2026 - 10/17/2026Fall National Conference
Atlanta, GA
National Association of Personal Financial Advisors
10/15/2026 - 10/18/2026ACTEC Fall Meeting
Denver, CO
American College of Trust & Estate Counsel
10/19/2026 - 10/21/2026CPCU IN2Risk 2026
Las Vegas, NV
The Institutes CPCU Society
10/25/2026 - 10/27/2026Annual Convention
Salt Lake City, UT
American Bankers Association
11/4/2026 - 11/6/2026Agricultural Bankers Conference
Minneapolis, MN
American Bankers Association

If you would like to add a national program to this calendar, please email the event date(s), title and hosting organization website to admin@naepc.org.

An expanded calendar of events is available on Steve Leimberg’s website at www.leimbergservices.com.