Event Calendar

April 22, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - SLATs Topic
James I. Dougherty, JD
May 20, 2026 NW Montana Estate Planning Council Meeting
Becky Fink & Chris Lyle from Davidson Trust Company, speaking on –
June 17, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer
July 15, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary: Beyond the Documents: Navigating Family Dynamics that Shape the Plan
Arden O'Connor & Diana Clark, JD
July 29, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Joint Webinar with NAIFA
August 19, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Title Coming Soon
Thomas A. Tietz, JD
September 16, 2026 NW Montana Estate Planning Council Meeting
Rachel Botto, CPA & Partner at BDG-CPAs
September 23, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian
November 18, 2026 NW Montana Estate Planning Council Meeting
Katy Lee, CPA at Eclipse Accounting, speaking on – "Business Valuation: Overview".
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
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