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
4/16/2023 - 4/19/2023 | AHOU 2023 Conference Hollywood, FL The Association of Home Office Underwriters |
4/24/2023 - 4/26/2023 | LIMRA 2023 Life Insurance & Annuity Conference Salt Lake City, UT LIMRA |
4/29/2023 - 5/2/2023 | GAMA Global Leadership & Management Program (LAMP) Las Vegas, NV GAMA Global |
4/30/2023 - 5/2/2023 | LAMP 2023 Las Vegas, NV Finseca Advanced Markets |
5/1/2023 - 5/4/2023 | FPA Retreat Bonita Springs, FL Financial Planning Association |
5/1/2023 - 5/3/2023 | American Mortgage Conference Isle of Palms, SC American Bankers Association |
5/2/2023 - 5/4/2023 | LIMRA 2023 Workplace Benefits Conference Boston, MA LIMRA |
5/3/2023 - 5/5/2023 | NAELA 2023 Conference San Juan, PR National Academy of Elder Law Attorneys |
5/10/2023 - 5/13/2023 | Spring National Conference San Diego, CA National Association of Personal Financial Advisors |
5/11/2023 - 5/12/2023 | ITA Annual Conference Dallas, TX and Virtual Independent Trustee Alliance |
5/22/2023 - 5/24/2023 | 2023 Annual Meeting Washington, DC The American Law Institute |
5/22/2023 - 5/23/2023 | Congressional Conference Washington, DC National Association of Insurance & Financial Advisors |
6/5/2023 - 6/8/2023 | AICPA Engage Las Vegas, NV American Institute of CPAs |
6/13/2023 - 6/16/2023 | Risk & Compliance Conference San Antonio, TX American Bankers Association |
6/21/2023 - 6/25/2023 | 2023 Annual Meeting and Education Conference Monterey, CA American Academy of Attorney-CPAs |
6/21/2023 - 6/25/2023 | ACTEC Summer Meeting Washington, DC American College of Trust & Estate Counsel |
6/25/2023 - 6/28/2023 | Million Dollar Roundtable Annual Meeting Nashville, TN Million Dollar Roundtable |
8/22/2023 - 8/24/2023 | FPA NexGen Gathering Denver, CO Financial Planning Association |
9/27/2023 - 9/29/2023 | Bank Marketing Conference Austin, TX American Bankers Association |
9/27/2023 - 9/29/2023 | FPA Annual Conference Phoenix, AZ Financial Planning Association |
10/5/2023 - 10/7/2023 | CPCU IN2Risk 2023 Washington, DC The Institutes CPCU Society |
10/6/2023 - 10/7/2023 | STEP International Estate Planning Conference Teton Village, WY STEP |
10/8/2023 - 10/10/2023 | Annual Convention Nashville, TN American Bankers Association |
10/18/2023 - 10/21/2023 | Fall National Conference Louisville, KY National Association of Personal Financial Advisors |
10/22/2023 - 10/24/2023 | LIMRA Annual Conference National Harbor, MD LIMRA |
10/26/2023 - 10/29/2023 | ACTEC Fall Meeting Louisville, KY American College of Trust & Estate Counsel |
11/1/2023 - 11/3/2023 | Charitable Gift Planners Conference Chicago, IL National Association of Charitable Gift Planners |
11/5/2023 - 11/8/2023 | Agricultural Bankers Conference Oklahoma City, OK American Bankers Association |
11/12/2023 - 11/16/2023 | 60th Annual NAEPC Advanced Estate Planning Strategies Conference Ft. Lauderdale, FL National Association of Estate Planners & Councils |
11/13/2023 - 11/15/2023 | National Leadership Conference Washington, DC National Association of Insurance & Financial Advisors |
11/28/2023 - 11/30/2023 | ABA/ABA Financial Crimes Enforcement Conference National Harbor, MD American Bankers Association |
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.