Event Calendar

September 23, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Lastshelf: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI and Dave Logan
October 7, 2026 Berks County Estate Planning Council Presentation on Regional and National Economic Outlook
Ryotaro Tashiro, Outreach Economist and Advisor, Federal Reserve Bank of Philadelphia
October 21, 2026
NATIONAL EVENT:
NAEPC Estate Planners Forum
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished), Lawrence J. Rybka, JD, CFP®, AEP® (Distinguished), Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP®, and Natalia K. Gentry, JD
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian
December 9, 2026 Berks County Estate Planning Council Presentation on Making Friends with the IRS
C. Robert Rice, Jr., ESQ, CPA, CVA, CGMA and Juliette Rice, MS, EA
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
January 20, 2027 Berks County Estate Planning Council Presentation on Estate and Succession Planning for Business Owners in 2027
Andrew S. Rusniak, Esq.
March 10, 2027 Berks County Estate Planning Council Presentation on AEP® Designation & Financial Planning for Clients with Alzheimer’s
Bronwyn L. Martin, CEO, PhD, MBA, ChFC®, CLU®, AEP®, CRPC™, CMFC™, CFS™, CLTC®, LACP®
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 5, 2027 Berks County Estate Planning Council Presentation on Networking Reception
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
View Past Events