Document Library

Categories

Council Documents

Document Name Date Added
Bylaws 2016-06-28

Current Presentation

Document Name Date Added
Preparing the Next Generation 2019-10-02

New Member

Document Name Date Added
No show policy 2017-02-09

Past Presentations

Document Name Date Added
Bridging Generations 2018-01-18
2016-02-09 Aucutt Top 10 2016-03-02
2017-10-12 Hartley Goldstein Presentation 2017-11-03
Top 10 Estate Planning Developments of 2015 2016-03-02
2013-11-13 2014-02-10
2015-10-13 Loomis-Price Powerpoint 2016-03-02
2017-05-23 Presentation 2017-09-08
2013-10-8 Meeting 2013-10-10
2015-10-13 Loomis-Price Outline 2016-03-02
2015-03-03 Keebler: Spendown Strategies 2015-10-07
2013-03-05 Meeting 2013-10-10
Here We Are in 2015 2015-10-07
2016-10-13 Fitzsimons 2017-02-08
2019-05-15 Diminishing Capacity 2019-09-25
2018-10-02 Powerpoint Ten Great Charitable 2019-05-10
2016-05-17 Transfer Planning Slides 2016-06-28
Ten Great Charitable Planning Ideas 2019-05-10
20 Years of Sales to IDITs 2015-10-07
2016-05-17 Transfer Planning Outline 2016-06-28
2018-03-05 Paula Jones 2018-03-23
2014-05-20 Twenty Years IDITs slides 2015-10-07
2016-03-01 Slides 2016-04-14
2018-02-13 Asset Protection Outline 2018-03-23
2015-03-01 J August presentation 2016-04-14
2018-02-13 Terrill Slides 2018-03-23
2014-03-04 Doyle Presentation 2014-03-17

Past Speaker Bios

Document Name Date Added
2016-03-01 Jerald D. August 2016-04-14
2014-05-20 Michael Mulligan Bio 2016-04-14
Dennis Moon 2016-04-14
Hartley Goldstone Bio 2017-11-03
Dan Kerrigan 2017-05-19
2013-10-08 Lawrence Brody Bio 2016-04-14
Patricia Maisano Bio 2016-04-14
John Ciccarone Bio 2016-04-14
Samual A. Donaldson Bio 2017-09-08
2015-03-03 Robert Keebler 2016-04-14
2016-11-09 Carolyn Nagy Bio 2017-02-08
Stacy Eastland Bio 2016-04-14
2016-10-13 Fitzsimons Bio 2017-02-08
2015-05-15 Speaker Bio 2019-09-25
2015-02-03 Christerson 2016-04-14
Clark McCleary 2016-04-14
Robert H. Sitkoff 2016-04-14
Diana Zeydel Bio 2016-06-28
2018-05-09 Natalie Choate Bio 2018-05-30
2014-03-04 Jere Doyle 2016-04-14