Event Calendar

	CITRUS ESTATE PLANNING COUNCIL	MEMBER LOGIN
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August 4, 2026	Jumbo Roth IRA Conversions...Estate Tax Blessing or Curse? David Ellis
August 19, 2026	NATIONAL EVENT: NAEPC Webinar: Complimentary Webinar sponsored by Heirloom: Administering Trusts and Estate Planning Transactions: Reviewing Lessons from Cases and Practical Steps to Consider Thomas A.Tietz, JD
September 23, 2026	NATIONAL EVENT: NAEPC Webinar: Complimentary Webinar sponsored by Lastshelf: The Inside Scoop on the P&C Insurance Market Michelle Hirsch, CAPI and Dave Logan
October 6, 2026	Minimizing Tax Exposure in Generational Wealth Shift with Capital Gains Bypass Trust Charles McLucas CPA, PFS, CKA
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 1, 2026	DECEMBER ENDINGS TBD
December 9, 2026	NATIONAL EVENT: NAEPC Webinar: Complimentary Webinar: From Woodstock to TikTok: Understanding and Bridging Generational Divides Whitney Webb
December 31, 2026	2026 Membership & Sponsorship Levels
May 3, 2027	NATIONAL EVENT: NAEPC Estate Planners Forum
May 8, 2028	NATIONAL EVENT: NAEPC Estate Planners Forum
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