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

1/8/2024 - 1/12/2024Heckerling Institute on Estate Planning
Orlando, FL
Heckerling Institute on Estate Planning
1/13/2024 - 1/15/2024CONNECT 24
Miami, FL
Global Financial Planning Institute
1/20/2024 - 1/23/2024Forum 400 Annual Meeting
Orlando, FL
Forum 400
1/22/2024 - 1/25/2024T3 Technology Conference 2024
Las Vegas, NV
Technology Tools for Today (T3)
1/24/2024 - 1/26/2024Fidelity & Surety Law Midwinter Conference
New Orleans, LA
American Bar Association
1/28/2024 - 1/31/2024FSP Institute
Jacksonville, FL
Society of Financial Service Professionals
1/28/2024 - 1/31/2024Insurance Risk Management Forum
Amelia Island, FL
American Bankers Association
1/29/2024 - 1/31/2024FSI OneVoice 2024
Orlando, FL
Financial Services Institute
1/31/2024 - 2/5/20242024 ABA Midyear Meeting
Louisville, Kentucky
American Bar Association
2/1/2024 - 2/3/2024Forum on Communications Law 2024 Annual Conference
Santa Barbara, CA
American Bar Association
2/5/2024 - 2/6/2024Symposium 2024
Lake Mary, FL
FPA of Central Florida
2/11/2024 - 2/13/2024Conference for Community Bankers
San Antonio, TX
American Bankers Association
2/14/2024 - 2/16/2024Florida Tax Institute
Tampa, FL
Florida Tax Institute
2/19/2024 - 2/21/2024Large Firm Forum
Scottsdale, AZ
National Association of Personal Financial Advisors
2/21/2024 - 2/23/2024Wealth Management & Trust Conference
New Orleans, LA
American Bankers Association
2/25/2024 - 2/28/2024Trust Advisors Forum
Pinehurst Resort, CA
Trust Education Foundation
2/26/2024 - 2/28/2024LIMRA 2024 Distribution Conference
Fernandina Beach, FL
LIMRA
2/28/2024 - 3/1/2024LLIS Insurance Academy
Clearwater Beach, FL
LLIS
3/6/2024 - 3/8/2024Investment Advisor Compliance Conference
Washington, DC
Investment Advisor Association
3/6/2024 - 3/10/2024American College of Trust & Estate Counsel Annual Meeting
Phoenix, AZ
American College of Trust & Estate Counsel
3/17/2024 - 3/20/2024LAMP 2024
Denver, CO
Finesca Advanced Markets
3/18/2024 - 3/20/2024Washington Summit
Washington, DC
American Bankers Association
4/7/2024 - 4/10/2024Experience 2024
Las Vegas, NV
Investments and Wealth Institute
4/15/2024 - 4/17/2024American Mortgage Conference
Savannah, GA
American Bankers Association
4/15/2024 - 4/17/2024Life Insurance & Annuity Conference
San Antonio, TX
LIMRA
5/3/2024 - 5/4/2024NAELA 2024 Conference
Boston, MA
National Academy of Elder Law Attorneys
5/5/2024 - 5/8/2024AHOU 2024 Conference
Boston, MA
The Association of Home Office Underwriters
5/6/2024 - 5/9/2024FPA Retreat 2024
Tucson, AZ
Financial Planning Association
5/6/2024 - 5/8/2024LIMRA 2024 Workplace Benefits Conference
Lake Buena Vista, FL
LIMRA
5/8/2024 - 5/11/2024Spring National Conference
Fort Worth, TX
National Association of Personal Financial Advisors
5/15/2024 - 5/17/2024IT Annual Conference
Dallas, TX
Independent Trustee Alliance
5/20/2024 - 5/22/20242024 Annual Meeting
San Francisco, CA
The American Law Institute
5/20/2024 - 5/21/2024Congressional Conference
Washington, DC
National Association of Insurance & Financial Advisors
5/22/2024 - 5/24/2024Advanced Markets
Washington, DC
Finesca Advanced Markets
5/28/2024 - 5/29/2024FPA NorCal Conference
San Francisco, CA
Financial Planning Association
6/3/2024 - 6/6/2024AICPA Engage 2024
Las Vegas, NV
American Institute of CPAs
6/4/2024 - 6/6/2024iNSITE 2024
Nashville, TN
BNY Mellon Pershing
6/9/2024 - 6/12/2024Million Dollar Roundtable Annual Meeting
Vancouver, BC
Million Dollar Round Table
6/11/2024 - 6/14/2024Risk & Compliance Conference
Seattle, WA
American Bankers Association
6/19/2024 - 6/23/2024ACTEC Summer Meeting
Toronto, ON
American College of Trust & Estate Counsel
6/25/2024 - 6/29/2024Annual Meeting & Education Conference
Fort Worth, TX
American Academy of Attorney - CPAs
8/20/2024 - 8/22/2024FPA NexGen Gathering
Phoenix, AZ
Financial Planning Association
9/15/2024 - 9/17/2024LIMRA Annual Conference
Nashville, TN
LIMRA
9/18/2024 - 9/20/2024FPA Annual Conference
Columbus, OH
Financial Planning Association
9/19/2024 - 9/22/2024ACTEC Fall Meeting
Chicago, IL
American College of Trust & Estate Counsel
9/19/2024 - 9/22/2024STEP International Estate Planning Conference
Teton Village, WY
STEP
10/6/2024 - 10/8/2024Bank Marketing Conference
Chicago, IL
American Bankers Association
10/20/2024 - 10/24/202461st Annual NAEPC Advanced Estate Planning Strategies Conference
Anaheim, CA
National Association of Estate Planners & Councils
10/24/2024 - 10/29/2024Annual Convention
New York, NY
American Bankers Association
10/30/2024 - 11/2/2024Fall National Conference
Nashville, TN
National Association of Personal Financial Advisors
11/7/2024 - 11/9/2024CPCU IN2Risk 2024
Orlando, FL
The Institutes CPCU Society
11/12/2024 - 11/15/2024Agricultural Bankers Conference
Milwaukee, WI
American Bankers Association
11/21/2024 - 11/23/2024National 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.