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

1/8/2024 - 1/12/2024	Heckerling Institute on Estate Planning Orlando, FL Heckerling Institute on Estate Planning
1/13/2024 - 1/15/2024	CONNECT 24 Miami, FL Global Financial Planning Institute
1/20/2024 - 1/23/2024	Forum 400 Annual Meeting Orlando, FL Forum 400
1/22/2024 - 1/25/2024	T3 Technology Conference 2024 Las Vegas, NV Technology Tools for Today (T3)
1/24/2024 - 1/26/2024	Fidelity & Surety Law Midwinter Conference New Orleans, LA American Bar Association
1/28/2024 - 1/31/2024	FSP Institute Jacksonville, FL Society of Financial Service Professionals
1/28/2024 - 1/31/2024	Insurance Risk Management Forum Amelia Island, FL American Bankers Association
1/29/2024 - 1/31/2024	FSI OneVoice 2024 Orlando, FL Financial Services Institute
1/31/2024 - 2/5/2024	2024 ABA Midyear Meeting Louisville, Kentucky American Bar Association
2/1/2024 - 2/3/2024	Forum on Communications Law 2024 Annual Conference Santa Barbara, CA American Bar Association
2/5/2024 - 2/6/2024	Symposium 2024 Lake Mary, FL FPA of Central Florida
2/11/2024 - 2/13/2024	Conference for Community Bankers San Antonio, TX American Bankers Association
2/14/2024 - 2/16/2024	Florida Tax Institute Tampa, FL Florida Tax Institute
2/19/2024 - 2/21/2024	Large Firm Forum Scottsdale, AZ National Association of Personal Financial Advisors
2/21/2024 - 2/23/2024	Wealth Management & Trust Conference New Orleans, LA American Bankers Association
2/25/2024 - 2/28/2024	Trust Advisors Forum Pinehurst Resort, CA Trust Education Foundation
2/26/2024 - 2/28/2024	LIMRA 2024 Distribution Conference Fernandina Beach, FL LIMRA
2/28/2024 - 3/1/2024	LLIS Insurance Academy Clearwater Beach, FL LLIS
3/6/2024 - 3/8/2024	Investment Advisor Compliance Conference Washington, DC Investment Advisor Association
3/6/2024 - 3/10/2024	American College of Trust & Estate Counsel Annual Meeting Phoenix, AZ American College of Trust & Estate Counsel
3/17/2024 - 3/20/2024	LAMP 2024 Denver, CO Finesca Advanced Markets
3/18/2024 - 3/20/2024	Washington Summit Washington, DC American Bankers Association
4/7/2024 - 4/10/2024	Experience 2024 Las Vegas, NV Investments and Wealth Institute
4/15/2024 - 4/17/2024	American Mortgage Conference Savannah, GA American Bankers Association
4/15/2024 - 4/17/2024	Life Insurance & Annuity Conference San Antonio, TX LIMRA
5/3/2024 - 5/4/2024	NAELA 2024 Conference Boston, MA National Academy of Elder Law Attorneys
5/5/2024 - 5/8/2024	AHOU 2024 Conference Boston, MA The Association of Home Office Underwriters
5/6/2024 - 5/9/2024	FPA Retreat 2024 Tucson, AZ Financial Planning Association
5/6/2024 - 5/8/2024	LIMRA 2024 Workplace Benefits Conference Lake Buena Vista, FL LIMRA
5/8/2024 - 5/11/2024	Spring National Conference Fort Worth, TX National Association of Personal Financial Advisors
5/15/2024 - 5/17/2024	IT Annual Conference Dallas, TX Independent Trustee Alliance
5/20/2024 - 5/22/2024	2024 Annual Meeting San Francisco, CA The American Law Institute
5/20/2024 - 5/21/2024	Congressional Conference Washington, DC National Association of Insurance & Financial Advisors
5/22/2024 - 5/24/2024	Advanced Markets Washington, DC Finesca Advanced Markets
5/28/2024 - 5/29/2024	FPA NorCal Conference San Francisco, CA Financial Planning Association
6/3/2024 - 6/6/2024	AICPA Engage 2024 Las Vegas, NV American Institute of CPAs
6/4/2024 - 6/6/2024	iNSITE 2024 Nashville, TN BNY Mellon Pershing
6/9/2024 - 6/12/2024	Million Dollar Roundtable Annual Meeting Vancouver, BC Million Dollar Round Table
6/11/2024 - 6/14/2024	Risk & Compliance Conference Seattle, WA American Bankers Association
6/19/2024 - 6/23/2024	ACTEC Summer Meeting Toronto, ON American College of Trust & Estate Counsel
6/25/2024 - 6/29/2024	Annual Meeting & Education Conference Fort Worth, TX American Academy of Attorney - CPAs
8/20/2024 - 8/22/2024	FPA NexGen Gathering Phoenix, AZ Financial Planning Association
9/15/2024 - 9/17/2024	LIMRA Annual Conference Nashville, TN LIMRA
9/18/2024 - 9/20/2024	FPA Annual Conference Columbus, OH Financial Planning Association
9/19/2024 - 9/22/2024	ACTEC Fall Meeting Chicago, IL American College of Trust & Estate Counsel
9/19/2024 - 9/22/2024	STEP International Estate Planning Conference Teton Village, WY STEP
10/6/2024 - 10/8/2024	Bank Marketing Conference Chicago, IL American Bankers Association
10/20/2024 - 10/24/2024	61st Annual NAEPC Advanced Estate Planning Strategies Conference Anaheim, CA National Association of Estate Planners & Councils
10/24/2024 - 10/29/2024	Annual Convention New York, NY American Bankers Association
10/30/2024 - 11/2/2024	Fall National Conference Nashville, TN National Association of Personal Financial Advisors
11/7/2024 - 11/9/2024	CPCU IN2Risk 2024 Orlando, FL The Institutes CPCU Society
11/12/2024 - 11/15/2024	Agricultural Bankers Conference Milwaukee, WI American Bankers Association
11/21/2024 - 11/23/2024	National Leadership Conference and Apex Sales Summit Phoenix, AZ National Association of Insurance & Financial Advisors

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.