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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
| 5/14/2025 - 5/16/2025 | ITA Annual Conference Dallas, TX Independent Trustee Alliance |
| 5/19/2025 - 5/21/2025 | ALI 2025 Annual Meeting Washington, DC The American Law Institute |
| 5/19/2025 - 5/20/2025 | 2025 Congressional Conference Washington, DC National Association of Insurance & Financial Advisors |
| 5/21/2025 - 5/23/2025 | Western Regional Charitable Gift Planners Conference Costa Mesa, CA Southern California Council of Charitable Gift Planners |
| 5/27/2025 - 5/28/2025 | FPA NorCal Conference San Francisco, CA Financial Planning Association |
| 6/3/2025 - 6/5/2025 | iNSITE 2025 National Harbor, MD BNY | Pershing |
| 6/9/2025 - 6/12/2025 | AICPA Engage 2025 Las Vegas, NV American Institute of CPAs |
| 6/10/2025 - 6/13/2025 | Risk & Compliance Conference Indianapolis, IN American Bankers Association |
| 6/18/2025 - 6/20/2025 | Advanced Markets Washington, DC Finseca |
| 6/18/2025 - 6/22/2025 | ACTEC Summer Meeting Montreal, Quebec American College of Trust & Estate Counsel |
| 6/22/2025 - 6/25/2025 | Million Dollar Roundtable Annual Meeting Miami Beach, FL Million Dollar Roundtable |
| 8/26/2025 - 8/28/2025 | FPA NexGen Gathering Orlando, FL Financial Planning Association |
| 9/14/2025 - 9/16/2025 | LIMRA Annual Conference Kissimmee, FL LIMRA |
| 10/3/2025 - 10/4/2025 | STEP International Estate Planning Conference Teton Village, WY STEP |
| 10/15/2025 - 10/17/2025 | Charitable Gift Planners Conference Indianapolis, IN National Association of Charitable Gift Planners |
| 10/16/2025 - 10/19/2025 | ACTEC Fall Meeting Austin, TX American College of Trust & Estate Counsel |
| 10/19/2025 - 10/23/2025 | 62nd Annual NAEPC Advanced Estate Planning Strategies Conference National Harbor, MD National Association of Estate Planners & Councils |
| 10/29/2025 - 11/1/2025 | NAPFA Fall National Conference Washington, DC National Association of Personal Financial Advisors |
| 11/3/2025 - 11/5/2025 | CPCU 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.
