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.
Upcoming Events
| 1/13/2025 - 1/17/2025 | Heckerling Institute on Estate Planning Orlando, FL University of Miami School of Law |
| 1/18/2025 - 1/21/2025 | Forum 400 Annual Meeting San Antonio, TX Finseca Forum 400 |
| 1/26/2025 - 1/29/2025 | Insurance Risk Management Forum San Diego, CA American Bankers Association |
| 1/27/2025 - 1/29/2025 | FSI OneVoice 2025 Grapevine, TX Financial Services Institute |
| 1/30/2025 - 2/3/2025 | 2025 ABA Midyear Meeting Phoenix, AZ American Bar Association |
| 2/3/2025 - 2/4/2025 | Symposium 2025 Lake Mary, FL Financial Planning Association of Florida |
| 2/5/2025 - 2/7/2025 | Florida Tax Institute Tampa, FL Florida Tax Institute |
| 2/6/2025 - 2/8/2025 | Forum on Communications Law 2025 Annual Conference Austin, TX American Bar Association |
| 2/10/2025 - 2/12/2025 | Large Firm Forum Amelia Island, FL The National Association of Personal Financial Advisors |
| 2/16/2025 - 2/18/2025 | Conference for Community Bankers Phoenix, AZ America Bankers Association |
| 2/23/2025 - 2/26/2025 | Trust Advisors Forum Pinehurst, NC Trust Education Foundation |
| 2/24/2025 - 2/26/2025 | Wealth Management & Trust Conference San Diego, CA American Bankers Association |
| 3/3/2025 - 3/6/2025 | T3 Technology Conference 2025 Dallas, TX Technology Tolls for Today (T3) |
| 3/3/2025 - 3/5/2025 | LIMRA 2025 Distribution Conference Orlando, FL LIMRA |
| 3/5/2025 - 3/7/2025 | Investment Advisor Compliance Conference Washington, DC Investment Advisor Association |
| 3/17/2025 - 3/19/2025 | Washington Summit Washington, DC American Bankers Association |
| 3/19/2025 - 3/23/2025 | American College of Trust & Estate Counsel Annual Meeting Palm Springs, CA American College of Trust & Estate Counsel |
| 3/22/2025 - 3/25/2025 | LAMP USA 2025 Master the Art of Leadership Kissimmee, FL Finseca, Gama Global |
| 3/30/2025 - 4/2/2025 | Experience 2025 Austin, TX Investments & Wealth Institute |
| 3/31/2025 - 4/2/2025 | LIMRA 2025 Life Insurance & Annuity Conference New Orleans, LA LIMRA |
| 4/7/2025 - 4/9/2025 | American Mortgage Conference Charleston, SC American Bankers Association |
| 4/23/2025 - 4/25/2025 | LIMRA 2025 Workplace Benefits Conference Everett, MA LIMRA |
| 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.
