Document Library

Document Name Date Added
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 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
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
Understanding Social Security to Better Assist Your Clients: Speaker: Dale Truemner, Social Securit 2016-04-30
1-25-2024 - Laura Morris, Warner Norcross & Judd, LLP - PRACTICAL ASPECTS OF LATE-IN-LIFE MARRIAGES 2024-01-24
4-22-21 - Working Well with Widows - Kathleen Rehl, Ph.D., CFP, CeFT, Emeritus 2021-04-23
2023-24 MEMBERSHIP DIRECTORY 2023-09-28
Elder Care: Current Marketplace, Trends & Future Demogoraphics 2016-02-04
1-28-21 - Workplace Wellness During Challenging Times: Sara Woolwine 2021-03-03
Membership Application Form - Junior 2023-24 2023-08-28
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
Impact Investing - Heidi Reijm, Ph.D. 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
"Leveraging Wealth Transfer: From Simple to Sublime" Speaker: Joseph Falanga, CPA, AEP, TEP - New Y 2017-10-02
02-22-2024 Power Point Presentation - Economic Expectations 2024 2024-02-19
NMEPC 2020-21 Membership Directory 2021-04-24
10-26-2023: Michelle Mease, Isabella Bank - SPECIAL NEEDS TRUSTS 2023-10-25
"Passing Ships......" Speaker: Shaheen I. Imami -- 2/25/216 2016-02-29
2-25-21 - Post-Death Estate Planning - Richard Mills 2021-03-03
9-28-2023 Keith Harder, CFP; Travis Bigler, CPA MST, Rehmann Financial 2023-09-26
"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
Membership Application Form 2023-24 2023-08-28
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