Document Library

File Name Date Added
Bylaws 06/28/2016
Form W-9 2017 01/18/2018

Current Speaker Bio

File Name Date Added
2018-05-09 Natalie Choate Bio 03/23/2018

New Member

File Name Date Added
No show policy 02/09/2017
Consent to receive electronic notice 02/09/2017

Past Presentations

File Name Date Added
2016-10-13 Fitzsimons 02/08/2017
2016-05-17 Transfer Planning Slides 06/28/2016
2018-03-05 Paula Jones 03/23/2018
2018-02-13 Asset Protection Outline 03/23/2018
20 Years of Sales to IDITs 10/07/2015
2016-05-17 Transfer Planning Outline 06/28/2016
2018-02-13 Terrill Slides 03/23/2018
2014-05-20 Twenty Years IDITs slides 10/07/2015
2016-03-01 Slides 04/14/2016
2015-03-01 J August presentation 04/14/2016
Bridging Generations 01/18/2018
2014-03-04 Doyle Presentation 03/17/2014
2017-10-12 Hartley Goldstein Presentation 11/03/2017
2016-02-09 Aucutt Top 10 03/02/2016
2017-05-23 Presentation 09/08/2017
2013-11-13 02/10/2014
Top 10 Estate Planning Developments of 2015 03/02/2016
2013-10-8 Meeting 10/10/2013
2015-10-13 Loomis-Price Powerpoint 03/02/2016
2015-10-13 Loomis-Price Outline 03/02/2016
2013-03-05 Meeting 10/10/2013
2015-03-03 Keebler: Spendown Strategies 10/07/2015
Here We Are in 2015 10/07/2015

Past Speaker Bios

File Name Date Added
2015-02-03 Christerson 04/14/2016
Clark McCleary 04/14/2016
Robert H. Sitkoff 04/14/2016
Diana Zeydel Bio 06/28/2016
2014-03-04 Jere Doyle 04/14/2016
2014-05-20 Michael Mulligan Bio 04/14/2016
2016-03-01 Jerald D. August 04/14/2016
Hartley Goldstone Bio 11/03/2017
Dennis Moon 04/14/2016
Dan Kerrigan 05/19/2017
2013-10-08 Lawrence Brody Bio 04/14/2016
John Ciccarone Bio 04/14/2016
Patricia Maisano Bio 04/14/2016
Samual A. Donaldson Bio 09/08/2017
2016-11-09 Carolyn Nagy Bio 02/08/2017
Stacy Eastland Bio 04/14/2016
2015-03-03 Robert Keebler 04/14/2016
2016-10-13 Fitzsimons Bio 02/08/2017