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Meeting Handouts
5.24.2023 EPC Annual Mtg Unique Assets
5.24.2023 EPC Annual Mtg Unique Assets.pdf
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03.23.23 Insurance Policy Review
FULL_PowerPoint_ 3_22_23_EPC.pdf
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NAEPC AEP Designation from A - Z Program for Councils 2023
NAEPC_AEP_Designation_from_A-Z_Program_for_Councils_2023.pdf
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12-13-22 Cryptocurrency
12.13.22 HANDOUTS_Cryptocurrency.pdf
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Postmortem Estate Planning - 09/20/22
epc handouts 09.20.22.pdf
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Power Point EPC JF
Power Point EPC JF July 28 2022printable.pdf
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Attorney Affirmation
Attorney_Affirmation_07.28.22.pdf
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05.25.22 Long Term Care Planning
2022 Elder LTC Planning Update - EPC 05.25.22.pdf
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Handouts for 3/29/22 Special Needs Trusts
G -EPC Presentation March 29.pdf
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1/26/2022 Parrish Column Links
Steve Parrish Column links Forbes Kiplinger.pdf
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1/26/2022 Duffy Article in FSP Journal
Duffy 2021 Value of Delayed SS Claiming SSRN.pdf
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Meeting Handouts for 01/26/2022
2022 January EPC Social Security Presentation FINAL.pdf
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Handouts for December 2021
Handouts EPC Rochester Dec 2021.pdf
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Handouts for Oct 2021 Joint Program
EPC DEI 10-29-2021 Power Point from Kit Mac Nee.pdf
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Meeting Handouts for 9/9/2021
Presentation for EPC of Rochester - 9.9.21.pdf
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2021 July 28 Joint Handouts
Professional Tax Planned Giving materials.pdf
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Handouts for 5/12/2021 Changes to Estate Planning (Part 1 – Medical Directives) as a Result of COVID-19
Handouts for May 2021 Changes to Estate Plannng Part 1.pdf
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Handouts for 3/2/2021 Medicare, Medicaid & Health Care Cost Considerations during Retirement
Written Materials for 3.2.2021 - Medicare Medicaid.pdf
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Attorney Affirmation Form for CE Rev
Attorney_Affirmation_Sample.pdf
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How to register for Webinar
How to Register for the Zoom meeting Rev.pdf
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