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Council Documents

Document Name Date Added
2021-12-15 Navigating the Current Charitable Planning Landscape- Mlakar Handout AEP.pdf 2021-12-15
Application 2020-07-23
2021-12-15 Navigating the Current Charitable Planning Landscape- Mlakar Handout AEP.pdf 2021-12-15
2021-11-17 What the Cool Kids are Doing in Estate Planning - Donaldson Handout.pdf 2021-11-30
A December Guide to the Trump Tax Act: Where We Stand and New Planning Opportunities 2017-12-04
Fox_Handout 2018-10-04
Bylaws October 2011 2020-02-14

Meeting Calendar

Document Name Date Added
Meeting Schedule - 2020-2021 2020-09-22

Meeting Handouts

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Virtual Meeting and CE Information

Document Name Date Added
Proctor Group Participation Affidavit - Virtual Meetings 2020-09-16