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 - 1/12/2024 | 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.