Document Library

Categories

Council Documents

Document Name Date Added
By-laws (2013) 2013-10-29
MEMBERSHIP APPLICATION 2019-08-19
Honorary Members 2018-06-24
New Amended By-Laws 2018-05-08
Proposed By-Laws 2018-05-08

Program notes

Document Name Date Added
Medicaid & Annuity Strategies 2015-09-14
Time Capsule Memoirs 2017-11-09
Estate, Tax and Gift Planning with 529 Plans 2014-08-25
The Magic Qualified Retirement Plan Design 2017-10-17
LTC - Pat Michels
EPC-LTC.pptx (1015K)
2014-03-23
Welcome Pilgrim, Randy Karsh 2017-03-21
/bromley mediation powerpoint 2015-11-01
Oshins 11 2016-10-11
Mediation program outline 2015-11-01
Oshins 11: BDIT 2016-09-20
Opportunity Zones 2019-09-19
Oshins 11: A gift From Above 2016-09-20
Ted Atlass October 15, 2013 2014-03-17
Oshins 11: LISI Note Sales 2016-09-20
Special Needs Trusts Planning and Resources 2019-02-18
Sept speaker 2014-03-17
Oshins11 : PLR 200949012 2016-09-20
3 Things you Need to Know About Estate Planning 2019-01-14
Clark B. McCleary, CLU, ChFC, AEP (distinguished) 2013-02-07
Oshins 11: Protecting & Preserving Part 2 2016-10-11
2018 Tax Reform 2018-12-21
Oshins 11: Protecting and Preserving Wealth 2016-10-11
Colorado Uniform Trust Code 2018-09-25
Oshins 11: Redacted Audit Notice 2016-09-20
Farm Succession 2018-09-19
Oshins 11: Life Insurance 2016-09-20
Navigating the Portability Rules 2016-02-06
Helping To Secure Your Clients' Retirement 2015-11-03
Sept 2015 speaker powerpoint 2015-10-16
Special Co-Trustees, What can the trust protector do? 2018-01-18
Medicaid/Annuity Strategies 2015-09-14
Time Capsule Memoirs Info 2017-11-09