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EPC Summer Social

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Estate Planning Council of Colorado Springs

ESTATE PLANNING COUNCIL OF COLORADO SPRINGS

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Document Library

Categories
Council Documents
By-Laws
Program notes

Council Documents

Document Name Date Added
New Amended By-Laws
Estate Planning Council By-Laws Amendment 3202018.pdf (525K)
2018-05-08
Honorary Members
EPC Honorary Members 2018.docx (24K)
2018-06-24
By-laws (2013)
EPC By-laws scan 2013.pdf (347K)
2013-10-29

By-Laws

Document Name Date Added
Bylawys - updated 2026
2026.03.24 - EPC Bylaws CLEAN.pdf (165K)
2026-06-12

Program notes

Document Name Date Added
Clark B. McCleary, CLU, ChFC, AEP (distinguished)
WHATIWOULDLIKETOKNOWABOUTTHELIFEINSURANCEBUSINESSIFIDIDN.doc (35K)
2013-02-07

UPCOMING EVENTS

July 28, 2026

EPC Summer Social

N/A

See Event Details

September 8, 2026

The Power of Team: Coordinating Wealth, Tax, and Estate Planning Strategies

Michael Naughton, Dolly Wong, and Steve Ogle

See Event Details

October 13, 2026

The Hidden Value Equation: Tax, Estate, and Exit Planning for Private Business

Chris Blees

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November 10, 2026

The Modern Trustee: Navigating Fiduciary, Tax, and Investment Responsibilities

Will Bergman

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See Full Calendar

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National Association of Estate Planners & Councils

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