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.

2022 Events

8/16/2022 – 8/18/2022 NAIFA Performance + Purpose 2019 Annual Conference
Phoenix, AZ
National Association of Insurance and Financial Advisors
8/23/2022 – 8/25/2022 FPA NexGen Gathering
Las Vegas, NV
Financial Planning Association
9/11/2022 – 9/13/2022 Bank Marketing Conference
Denver, CO
American Bankers Association
9/15/2022 – 9/15/2021 ABA/VBA Diversity, Equity and Inclusion Summit
American Bankers Association
9/20/2022 – 9/24/2022 Charitable Gift Planners Conference – Virtual Experience
National Association of Charitable Gift Planners
10/3/2022 – 10/5/2022 FPA Annual Conference
Seattle, WA
Financial Planning Association
10/4/2022 – 10/6/2022 Charitable Gift Planners Conference – In-person Experience
Orlando, FL
National Association of Charitable Gift Planners
10/20/2022 – 10/23/2022 Fall National Conference
Denver, CO
National Association of Personal Financial Advisors
11/3/2022 – 11/6/2022 American College of Trust & Estate Counsel National Meeting
San Francisco, CA
American College of Trust & Estate Counsel
11/6/2022 – 11/9/2022 Agricultural Bankers Conference
Omaha, NE
American Bankers Association
11/6/2022 – 11/10/2022 Hawaii Tax Institute
Honolulu, HI
Hawaii Tax Institute
11/10/2022 – 11/12/2022 CPCU IN2Risk 22
San Francisco, CA
The Institutes CPCU Society
11/15/2022 – 11/18/2022 2022 Fall Meeting and Education Conference
Fort Lauderdale, FL
American Academy of Attorney-CPAs
11/15/2022 – 11/18/2022 59th Annual NAEPC Advanced Estate Planning Strategies Conference
Ft. Lauderdale, FL
National Association of Estate Planners & Councils

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

An expanded calendar of events is available on Steve Leimberg’s website at