Meeting Handouts
03.23.23 Insurance Policy Review
NAEPC AEP Designation from A - Z Program for Councils 2023
12-13-22 Cryptocurrency
Postmortem Estate Planning - 09/20/22
Power Point EPC JF
Attorney Affirmation
05.25.22 Long Term Care Planning
Handouts for 3/29/22 Special Needs Trusts
1/26/2022 Parrish Column Links
1/26/2022 Duffy Article in FSP Journal
Meeting Handouts for 01/26/2022
Handouts for December 2021
Handouts for Oct 2021 Joint Program
Meeting Handouts for 9/9/2021
2021 July 28 Joint Handouts
Handouts for 5/12/2021 Changes to Estate Planning (Part 1 – Medical Directives) as a Result of COVID-19
Handouts for 3/2/2021 Medicare, Medicaid & Health Care Cost Considerations during Retirement
Attorney Affirmation Form for CE Rev
How to register for Webinar
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| 22 Mar 2023 Insurance Policy Review and Case Studies |
| 24 May 2023 Annual Meeting and Unique Assets |
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