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

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
10/28/2024 - 10/29/2024Delaware Trust Conference
Wilmington, DE
Delaware 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
1/13/2025 - 1/17/2025Heckerling Institute on Estate Planning
Orlando, FL
University of Miami School of Law
1/18/2025 - 1/21/2025Forum 400 Annual Meeting
San Antonio, TX
Finseca Forum 400
1/26/2025 - 1/29/2025Insurance Risk Management Forum
San Diego, CA
American Bankers Association
1/27/2025 - 1/29/2025FSI OneVoice 2025
Grapevine, TX
Financial Services Institute
1/30/2025 - 2/3/20252025 ABA Midyear Meeting
Phoenix, AZ
American Bar Association
2/3/2025 - 2/4/2025Symposium 2025
Lake Mary, FL
Financial Planning Association of Florida
2/5/2025 - 2/7/2025Florida Tax Institute
Tampa, FL
Florida Tax Institute
2/6/2025 - 2/8/2025Forum on Communications Law 2025 Annual Conference
Austin, TX
American Bar Association
2/10/2025 - 2/12/2025Large Firm Forum
Amelia Island, FL
The National Association of Personal Financial Advisors
2/16/2025 - 2/18/2025Conference for Community Bankers
Phoenix, AZ
America Bankers Association
2/23/2025 - 2/26/2025Trust Advisors Forum
Pinehurst, NC
Trust Education Foundation
2/24/2025 - 2/26/2025Wealth Management & Trust Conference
San Diego, CA
American Bankers Association
3/3/2025 - 3/6/2025T3 Technology Conference 2025
Dallas, TX
Technology Tolls for Today (T3)
3/3/2025 - 3/5/2025LIMRA 2025 Distribution Conference
Orlando, FL
LIMRA
3/5/2025 - 3/7/2025Investment Advisor Compliance Conference
Washington, DC
Investment Advisor Association
3/17/2025 - 3/19/2025Washington Summit
Washington, DC
American Bankers Association
3/19/2025 - 3/23/2025American College of Trust & Estate Counsel Annual Meeting
Palm Springs, CA
American College of Trust & Estate Counsel
3/22/2025 - 3/25/2025LAMP USA 2025 Master the Art of Leadership
Kissimmee, FL
Finseca, Gama Global
3/30/2025 - 4/2/2025Experience 2025
Austin, TX
Investments & Wealth Institute
3/31/2025 - 4/2/2025LIMRA 2025 Life Insurance & Annuity Conference
New Orleans, LA
LIMRA
4/7/2025 - 4/9/2025American Mortgage Conference
Charleston, SC
American Bankers Association
4/23/2025 - 4/25/2025LIMRA 2025 Workplace Benefits Conference
Everett, MA
LIMRA
4/28/2025 - 4/30/2025FPA Retreat 2025
Chicago. IL
Financial Planning Association
5/4/2025 - 5/7/2025AHOU 2025 Conference
Anaheim, CA
The Association of Home Office Underwriters
5/7/2025 - 5/10/2025NAPFA Spring National Conference
Phoenix, AZ
National Association of Personal Financial Advisors
5/8/2025 - 5/9/2025NAELA 2025 Annual Meeting
Bellevue, WA
National Academy of Elder Law Attorneys
5/14/2025 - 5/16/2025ITA Annual Conference
Dallas, TX
Independent Trustee Alliance
5/19/2025 - 5/21/2025ALI 2025 Annual Meeting
Washington, DC
The American Law Institute
5/19/2025 - 5/20/20252025 Congressional Conference
Washington, DC
National Association of Insurance & Financial Advisors
5/27/2025 - 5/28/2025FPA NorCal Conference
San Francisco, CA
Financial Planning Association
6/3/2025 - 6/5/2025iNSITE 2025
National Harbor, MD
BNY | Pershing
6/9/2025 - 6/12/2025AICPA Engage 2025
Las Vegas, NV
American Institute of CPAs
6/10/2025 - 6/13/2025Risk & Compliance Conference
Indianapolis, IN
American Bankers Association
6/18/2025 - 6/20/2025Advanced Markets
Washington, DC
Finseca
6/18/2025 - 6/22/2025ACTEC Summer Meeting
Montreal, Quebec
American College of Trust & Estate Counsel
6/22/2025 - 6/25/2025Million Dollar Roundtable Annual Meeting
Miami Beach, FL
Million Dollar Roundtable
8/26/2025 - 8/28/2025FPA NexGen Gathering
Orlando, FL
Financial Planning Association
9/14/2025 - 9/16/2025LIMRA Annual Conference
Kissimmee, FL
LIMRA
10/3/2025 - 10/4/2025STEP International Estate Planning Conference
Teton Village, WY
STEP
10/15/2025 - 10/17/2025Charitable Gift Planners Conference
Indianapolis, IN
National Association of Charitable Gift Planners
10/16/2025 - 10/19/2025ACTEC Fall Meeting
Austin, TX
American College of Trust & Estate Counsel
10/19/2025 - 10/23/202562nd Annual NAEPC Advanced Estate Planning Strategies Conference
National Harbor, MD
National Association of Estate Planners & Councils
10/29/2025 - 11/1/2025NAPFA Fall National Conference
Washington, DC
National Association of Personal Financial Advisors
11/3/2025 - 11/5/2025CPCU In2Risk 2025
New Orleans, LA
The Institutes CPCU Society

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.