Event Calendar

January 27, 2026 Virtual Morning Meeting: Markets in Motion: Investing Smarter in a Tech-Driven Era
Herb Schechter, CPA & Robert Britton, Jr., CFA
February 12, 2026 Networking Social "Connect Over Cocktails" Happy Hour
February 18, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The Tricks and Traps of Investment Management
Randolph B. Cohen, Harvard Business School MBA Class of 1975 Senior Lecturer of Entrepreneurial Management
February 24, 2026 Virtual Morning Meeting: Heckerling Review
March 18, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Cryptocurrency Topic
Ric Edelman, CBDA
March 24, 2026 Breakfast Meeting
April 22, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - SLATs Topic
James I. Dougherty, JD
April 28, 2026 Breakfast Meeting
May 26, 2026 Networking Social "Connect Over Cocktails" Happy Hour
June 17, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer
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