The Leonard Company

Event Calendar

May 14, 2026 LUNCHEON: Modern Estate Planning: What to do When Family Isn't One-Size Fits-All
Ray Prather, Prather Ebner Wilson & Marissa Dungey, Dungey Dougherty PLLC
May 19, 2026 Public Outreach Committee Meeting
June 3, 2026 WEBINAR: Dirt Lawyering: Advanced Tax and Wealth Transfer Strategies for Real Estate Investors
Farhad Aghdami, Williams Mullen
June 17, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer
June 18, 2026 CEPC Member Volunteer Day
June 24, 2026
NATIONAL EVENT:
NAEPC Town Hall
David Green, CPA/PFS, CFP®, AEP® I 2026 President
June 30, 2026 CEPC Events Payments
June 30, 2026 2025 - 2026 Sponsorships
N/A
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
August 24, 2026 2026 Annual Outing Sponsorship
N/A
September 23, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI
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
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
June 30, 2027 2026-2027 Sponsorships
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
View Past Events