Document Library
CategoriesCouncil Documents
Document Name | Date Added |
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Impact Investing - Heidi Reijm, Ph.D.
9-26-19 Impact Investing.pptx (2917K)
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2019-10-03 |
NMEPC Membership Directory 2022-23 | 2022-09-21 |
Social Media in the Marketing Mix. Speaker: Kristina Marsh, Marketing Flexibility | 2015-04-24 |
2/28/19 - Acting as a Trustee: Boone or Burden? Speaker: Attorney Joseph P. Buttiglieri | 2019-09-05 |
1-27-22 Behavorial Finance: Rational & Efficient or Irrational & Inefficient - Kit Mac Nee | 2022-02-02 |
4/25/19 - Understanding Social Security - Speaker: Kit Mac Nee, CFP, CRPC, AEP | 2019-09-05 |
5-27-21 Character Strengths Poster - Bridgette Gransden | 2021-06-11 |
Membership Application Form 2024-25 - Junior Member | 2024-10-21 |
"Leveraging Wealth Transfer: From Simple to Sublime" Speaker: Joseph Falanga, CPA, AEP, TEP - New Y | 2017-10-02 |
NMEPC 2020-21 Membership Directory | 2021-04-24 |
Effective Confrontation: The Three Moves | 2024-09-24 |
"Passing Ships......" Speaker: Shaheen I. Imami -- 2/25/216 | 2016-02-29 |
2-25-21 - Post-Death Estate Planning - Richard Mills | 2021-03-03 |
1-25-2024 - Laura Morris, Warner Norcross & Judd, LLP - PRACTICAL ASPECTS OF LATE-IN-LIFE MARRIAGES | 2024-01-24 |
"Discounts, Discounts, Discounts!" Speaker: Lance Hall, ASA, FMV Opinions, Dallas, Texas | 2016-01-08 |
Economic Update for the 2020 Pandemic and Election Landscape - D. Griffith - 10/22/20 | 2020-10-26 |
9-28-2023 Keith Harder, CFP; Travis Bigler, CPA MST, Rehmann Financial | 2023-09-26 |
Attachment #2 to "Discounts, Discounts, Discounts!" | 2016-01-08 |
1-23-20 - MEDICARE BASICS - Jae W. Oh, MBA, CFP, CLU, ChFC | 2020-02-10 |
How to Avoid and What to Do if Audited by the IRS | 2023-02-20 |
Long Term Care Planning. Speaker: Ashlee Gould, Nationwide | 2015-04-24 |
2019-20 Membership Directory | 2019-10-22 |
10-27-2022 - CRYPTOCURRENCY - Mohamed Adel, SVSU | 2023-01-17 |
Affordable Care Act--Understanding Employer Responsibility Rules. Speaker: Norbert Kugele, Warner No | 2015-04-24 |
1/24/19 - Financial Exploitation of Vulnerable Adults: J. Dee Brooks, Charles Schwedler, Paul McDona | 2019-09-05 |
2-24-2022 - Business Valuation for Succession Planning - John Haag, Sr., CPA | 2022-02-28 |
ESTATE TAX OVERVIEW -- Emphasis on Generation Skipping Transfers. Speaker: Michael Behan, Attorney
Generation Skipping Tax.pdf (621K)
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2015-04-24 |
2/22/18 - Advance Care Planning in the Real World - Speakers: Ashley Hunt; Dr. Sean Kesterson | 2019-09-05 |
9-23-21 Taxes, Charitable Giving and the New Normal - David Bennett | 2021-09-27 |
10-24-2024 - Michael Gregory – How to Handle Uncomfortable Situations Effectively | 2024-10-21 |
1/25/18 - Best Practices for Retirement Income Planning | 2019-09-05 |
5-27-21 What's Right With You? Plenty! - Bridgette Gransden 5-27-21 | 2021-06-11 |
Membership Application Form 2024-25 | 2024-10-21 |
Understanding Social Security to Better Assist Your Clients: Speaker: Dale Truemner, Social Securit | 2016-04-30 |
4-22-21 - Working Well with Widows - Kathleen Rehl, Ph.D., CFP, CeFT, Emeritus
Working Well with Widows.pptx (9674K)
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2021-04-23 |
02-22-2024 Power Point Presentation - Economic Expectations 2024 | 2024-02-19 |
Elder Care: Current Marketplace, Trends & Future Demogoraphics | 2016-02-04 |
1-28-21 - Workplace Wellness During Challenging Times: Sara Woolwine
Corporate Wellness.pdf (2615K)
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2021-03-03 |
10-26-2023: Michelle Mease, Isabella Bank - SPECIAL NEEDS TRUSTS | 2023-10-25 |
Attachment #1 to Discounts, Discounts, Discounts!" | 2016-01-08 |
Economic Update for the 2020 Pandemic and Election Landscape - J. Augustine - 10/22/20 | 2020-10-26 |
4-27-2023 - Brittany Kienker, Ph.D. | 2023-04-24 |
"Estate Planning in the Era of Portability & High Exclusion Amounts." Speaker: Douglas Mielock | 2016-01-08 |
10-24-19 - IMPACT INVESTING - Gregory Soule, CPA, CISA, CISSP, CFE - Andrews Hooper Pavlik | 2019-11-20 |
1-26-2023 - PREVENTING FINANCIAL EXPLOITATION OF VULNERABLE ADULTS - Panel Discussion | 2023-01-25 |
Alternative Estate Planning Strategies Utilizing Life Insurance. Speaker: Jim Aubry, John Hancock Br | 2015-04-24 |
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Save-The-Date
Document Name | Date Added |
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Save-The-Date - January 23, 2025
Save-the-Date 01-23-2025.pdf (114K)
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2024-11-13 |