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

4/28/2025 - 4/30/2025	FPA Retreat 2025 Chicago. IL Financial Planning Association
5/4/2025 - 5/7/2025	AHOU 2025 Conference Anaheim, CA The Association of Home Office Underwriters
5/7/2025 - 5/10/2025	NAPFA Spring National Conference Phoenix, AZ National Association of Personal Financial Advisors
5/8/2025 - 5/9/2025	NAELA 2025 Annual Meeting Bellevue, WA National Academy of Elder Law Attorneys
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.