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

11/4/2026 - 11/6/2026	Agricultural Bankers Conference Minneapolis, MN American Bankers Association
1/11/2027 - 1/15/2027	Heckerling Institute on Estate Planning Orlando, Florida University of Miami School of Law
2/7/2027 - 2/10/2027	FSP Institute Nashville, TN NAIFA
3/1/2027 - 3/3/2027	LIMRA 2027 Workplace Benefits and Technology Strategy Conference Atlanta, GA LIMRA
3/9/2027 - 3/12/2027	Advanced Markets Washington, D.C. Finseca Advanced Markets
3/11/2027 - 3/12/2027	STEP International Estate Planning Conference New York, NY STEP
3/31/2027 - 4/3/2027	Academy of Special Needs Planners National Conference Wealth Counsel
4/18/2027 - 4/20/2027	GFP Connect Lisbon, Portugal Global Financial Planning Institute
4/26/2027 - 4/27/2027	FPA Shift™ 2027 Denver, CO Financial Planning Association
5/2/2027 - 5/5/2027	AHOU 2027 Conference San Diego, CA The Association of Home Office Underwriters
5/3/2027 - 5/6/2027	Estate Planners Forum, brought to you by NAEPC Saddlebrook Resort, Tampa, Florida National Association of Estate Planners & Councils
5/5/2027 - 5/8/2027	Spring National Conference San Diego, CA National Association of Personal Financial Advisors
5/5/2027 - 5/8/2027	Spring National Conference San Diego, CA National Association of Personal Financial Advisors
5/7/2027 - 5/8/2027	NAELA 2027 Conference New Orleans, LA National Academy of Elder Law Attorneys
5/12/2027 - 5/14/2027	ITA Annual Conference Dallas, TX Independent Trustee Alliance
5/16/2027 - 5/19/2027	2027 Annual Meeting Houston, TX The American Law Institute
5/18/2027 - 5/20/2027	Risk & Compliance Conference Baltimore, MD American Bankers Association
5/19/2027 - 5/20/2027	Congressional Conference Washington, D.C. NAIFA
5/26/2027 - 5/28/2027	Western Regional Charitable Gift Planners Conference Costa Mesa, CA Southern California Council of Charitable Gift Planners
6/1/2027 - 6/2/2027	FPA NorCal Conference San Francisco, CA Financial Planning Association
6/6/2027 - 6/9/2027	MDRT Annual Meeting Orlando, FL Million Dollar Round Table
6/7/2027 - 6/10/2027	AICPA Engage 2027 Las Vegas, NV American Institute of CPAs
6/9/2027 - 6/13/2027	ACTEC Summer Meeting Pittsburgh, PA American College of Trust & Estate Counsel
6/27/2027 - 7/1/2027	Annual Meeting & Education Conference Kennebunkport, ME American Academy of Attorney-CPAs
8/24/2027 - 8/26/2027	FPA Gather (Formerly FPA NextGen Gathering) Portland, OR Financial Planning Association
9/13/2027 - 9/15/2027	Bank Marketing Conference Orlando, FL American Bankers Association
9/13/2027 - 9/15/2027	LIMRA Annual Conference Toronto, ON LIMRA
10/14/2027 - 10/17/2027	ACTEC Fall Meeting Colorado Springs, CO American College of Trust & Estate Counsel
10/19/2027 - 10/22/2027	Charitable Gift Planners Conference Washington, D.C. National Association of Charitable Gift Planners
10/24/2027 - 10/26/2027	Annual Convention Cleveland, OH 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.