Wednesday, December 9, 2026 at 3:00pm - 4:00pm ET - Complimentary - sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides, Speaker(s): Whitney Webb
Wednesday, January 20, 2027 at 3:00pm - 4:00pm ET - Complimentary - Is Variable Life Insurance More Expensive?, Speaker(s): William J. Boersma, CLU®, LIC, AEP®
Thursday, February 18, 2027 at 3:00pm - 4:00pm ET - Complimentary - I Love You to Death: How the Psychology of Mortality Changes Financial Decisions in Life Insurance, Annuities, Planned Giving, and Estate Planning, Speaker(s): Russell N. James, III, Ph.D., JD, CFP®
Wednesday, March 17, 2027 at 3:00pm - 4:00pm ET - Complimentary - Don't Be the Test Case: The Luck of the Irish Is Not a Tax Strategy, Speaker(s): Beth Shapiro Kaufman, JD, AEP® (Distinguished)
Wednesday, June 16, 2027 at 3:00pm - 4:00pm ET - Complimentary - Updates and Insights from the NAEPC 2027 Estate Planners Forum, Speaker(s): Thomas A. Tietz, JD & Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
Wednesday, July 21, 2027 at 3:00pm - 4:00pm ET - Complimentary - All Grown Up with No Place to Live: Exploring Options for Helping Children or Other Family Members Acquire a Home, Speaker(s): Jocelyn Margolin Borowsky, JD, LL.M. (taxation) & Judith A. Saxe, JD, AEP®, CAP®
Wednesday, August 18, 2027 at 3:00pm - 4:00pm ET - Complimentary - Transition by Design: Successful Succession of the Family Business, Speaker(s): Susan P. Rounds, JD, CPA, LL.M. (taxation), TEP, AEP® (Distinguished)
