Document Library

File Name Date Added
New Member Application 08/02/2018
Honorary Members 06/24/2018
New Amended By-Laws 05/08/2018
Proposed By-Laws 05/08/2018
By-laws (2013) 10/29/2013

Program notes

File Name Date Added
Oshins 11: Redacted Audit Notice 09/20/2016
Oshins 11: Life Insurance 09/20/2016
Navigating the Portability Rules 02/06/2016
Helping To Secure Your Clients' Retirement 11/03/2015
Special Co-Trustees, What can the trust protector do? 01/18/2018
Sept 2015 speaker powerpoint 10/16/2015
Medicaid/Annuity Strategies 09/14/2015
Time Capsule Memoirs Info 11/09/2017
Medicaid & Annuity Strategies 09/14/2015
Time Capsule Memoirs 11/09/2017
Estate, Tax and Gift Planning with 529 Plans 08/25/2014
The Magic Qualified Retirement Plan Design 10/17/2017
LTC - Pat Michels
EPC-LTC.pptx (1015K)
03/23/2014
Welcome Pilgrim, Randy Karsh 03/21/2017
/bromley mediation powerpoint 11/01/2015
Oshins 11 10/11/2016
Mediation program outline 11/01/2015
Oshins 11: BDIT 09/20/2016
Oshins 11: A gift From Above 09/20/2016
Ted Atlass October 15, 2013 03/17/2014
Oshins 11: LISI Note Sales 09/20/2016
Sept speaker 03/17/2014
Oshins11 : PLR 200949012 09/20/2016
Colorado Uniform Trust Code 09/25/2018
Clark B. McCleary, CLU, ChFC, AEP (distinguished) 02/07/2013
Oshins 11: Protecting & Preserving Part 2 10/11/2016
Farm Succession 09/19/2018
Oshins 11: Protecting and Preserving Wealth 10/11/2016