Document Library
CategoriesCouncil Documents
| Document Name | Date Added |
|---|---|
| Bussiness Succession ppt | 2019-10-04 |
|
By-laws (2013)
EPC By-laws scan 2013.pdf (347K)
|
2013-10-29 |
| Honorary Members | 2018-06-24 |
| Invoice 2020/2021 w credit | 2020-08-20 |
| Maximizing Low Interest Rate Planning | 2021-01-12 |
| MEMBERSHIP APPLICATION | 2022-02-27 |
|
Membership Application
MEMBERSHIP APPLICATION.pdf (139K)
|
2024-08-29 |
| New Amended By-Laws | 2018-05-08 |
| Proposed By-Laws | 2018-05-08 |
By-Laws
| Document Name | Date Added |
|---|---|
|
By Laws
By-Laws 2020.pdf (525K)
|
2022-09-04 |
Program notes
| Document Name | Date Added |
|---|---|
| /bromley mediation powerpoint | 2015-11-01 |
| 2018 Tax Reform | 2018-12-21 |
| 3 Things you Need to Know About Estate Planning | 2019-01-14 |
| Bussiness Succession Planning | 2019-10-04 |
| Clark B. McCleary, CLU, ChFC, AEP (distinguished) | 2013-02-07 |
|
Colorado Uniform Trust Code
CUTC Act as signed 4-18.pdf (2706K)
|
2018-09-25 |
| Estate, Tax and Gift Planning with 529 Plans | 2014-08-25 |
|
Farm Succession
Farm Succession JMK.pptx (122K)
|
2018-09-19 |
| Handout for Oct 8 2019 | 2019-10-04 |
| Helping To Secure Your Clients' Retirement | 2015-11-03 |
