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.

2022 Events

1/10/2022 – 1/14/2022 Heckerling Institute on Estate Planning
Orlando, FL
Heckerling Institute on Estate Planning
1/11/2022 – 1/13/2022 ABA/ABA Financial Crimes Enforement Conference
Virtual
American Bankers Association
1/19/2022 – 1/19/2022 Market Outlook and Factors Affecting Investments in 2022
Virtual
American Bankers Association
1/29/2022 – 2/1/2022 Forum 400 Annual Meeting
Ft. Myers, FL
Forum 400
1/30/2022 – 2/2/2022 Insurance Risk Management Forum
Virtual
American Bankers Association
2/2/2022 – 2/4/2022 Florida Tax Institute
Tampa, FL
Florida Tax Institute
2/8/2022 – 2/10/2022 Large Firm Forum
Fort Lauderdale, FL
National Association of Personal Financial Advisors
2/9/2022 – 2/14/2022 2022 ABA Midyear Meeting
Seattle, WA
American Bar Assocication
2/15/2022 – 2/16/2022 ABA Wealth Management & Trust Conference
Virtual
American Bankers Association
2/20/2022 – 2/22/2022 Conference for Community Bankers
Palm Desert, CA
American Bankers Association
2/21/2022 – 5/15/2022 IRA Online Institute
Virtual
American Bankers Association
3/1/2022 – 3/3/2022 LIMRA 2022 Distribution Conference for Financial Services
Miami, FL
LIMRA
3/7/2022 – 3/9/2022 Washington Summit
Washington, DC
American Bankers Association
3/9/2022 – 3/13/2022 American College of Trust & Estate Counsel National Meeting
San Diego, CA
American College of Trust & Estate Counsel
3/9/2022 – 3/10/2022 Reinsurance, Excess, Surplus Lines Symposium
Virtual
The Institutes CPCU Society
3/20/2022 – 3/22/2022 GAMA International Leadership & Management Conference (LAMP)
Dallas, TX
GAMA International
3/21/2022 – 4/1/2022 Wealth and Trust School Level 1
Virtual
American Bankers Association
3/29/2022 – 3/31/2022 Risk Management Conference
Virtual
American Bankers Association
4/25/2022 – 4/27/2022 American Mortgage Conference
Pinehurst, NC
American Bankers Association
4/25/2022 – 4/28/2022 FPA Retreat
Lost Pines, TX
Financial Planning Association
4/25/2022 – 5/6/2022 Wealth and Trust School Level 2
Virtual
American Bankers Association
4/25/2022 – 4/27/2022 LIMRA 2022 Life Insurance Conference
Tampa, FL
LIMRA
5/1/2022 – 5/4/2022 AHOU 2022 Conference
Aurora, CO
The Association of Home Office Underwriters
5/3/2022 – 5/5/2022 LIMRA 2022 Group & Worksite Benefits Conference
Boston, MA
LIMRA
5/4/2022 – 5/7/2022 Spring National Conference
Atlanta, GA
National Association of Personal Financial Advisors
5/13/2022 – 5/14/2022 NAELA 2022 Conference
Scottsdale, AZ
National Academy of Elder Law Attorneys
5/16/2022 – 5/18/2022 2022 Annual Meeting
Washington, DC
The American Law Institute
6/21/2022 – 6/24/2022 Regulatory Compliance Donference
Orlando, FL
American Bankers Association
6/22/2022 – 6/26/2022 2022 Annual Meeting and Education Conference
Philadelphia, PA
American Academy of Attorney-CPAs
6/26/2022 – 6/29/2022 Million Dollar Roundtable Annual Meeting
Boston, MA
Million Dollar Round Table
8/16/2022 – 8/18/2022 NAIFA Performance + Purpose 2019 Annual Conference
Phoenix, AZ
National Association of Insurance and Financial Advisors
8/23/2022 – 8/25/2022 FPA NexGen Gathering
Las Vegas, NV
Financial Planning Association
9/11/2022 – 9/13/2022 Bank Marketing Conference
Denver, CO
American Bankers Association
9/15/2022 – 9/15/2021 ABA/VBA Diversity, Equity and Inclusion Summit
Virtual
American Bankers Association
9/20/2022 – 9/24/2022 Charitable Gift Planners Conference – Virtual Experience
Virtual
National Association of Charitable Gift Planners
10/3/2022 – 10/5/2022 FPA Annual Conference
Seattle, WA
Financial Planning Association
10/4/2022 – 10/6/2022 Charitable Gift Planners Conference – In-person Experience
Orlando, FL
National Association of Charitable Gift Planners
10/20/2022 – 10/23/2022 Fall National Conference
Denver, CO
National Association of Personal Financial Advisors
11/3/2022 – 11/6/2022 American College of Trust & Estate Counsel National Meeting
San Francisco, CA
American College of Trust & Estate Counsel
11/6/2022 – 11/9/2022 Agricultural Bankers Conference
Omaha, NE
American Bankers Association
11/6/2022 – 11/10/2022 Hawaii Tax Institute
Honolulu, HI
Hawaii Tax Institute
11/10/2022 – 11/12/2022 CPCU IN2Risk 22
San Francisco, CA
The Institutes CPCU Society
11/15/2022 – 11/18/2022 2022 Fall Meeting and Education Conference
Fort Lauderdale, FL
American Academy of Attorney-CPAs
11/15/2022 – 11/18/2022 59th Annual NAEPC Advanced Estate Planning Strategies Conference
Ft. Lauderdale, FL
National Association of Estate Planners & Councils

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.