Document Library

File Name Date Added
Selecting A Major Gift Recipient A Guide for Donor 07/05/2010
Recent Tax Court Decisions On Inheritance Tax Appr 07/05/2010
Free & Low-Cost Marketing Tips ? by Laurie Gross 07/05/2010
Dec 2017 seminar flyer 11/30/2017
July 14 2010 Seminar Handouts 08/24/2010
Summer 2010 HHEPC Newsletter 07/06/2010

2014 Estate Planning Day

File Name Date Added
2014 Estate Planning Day Brochure 10/02/2014

2017 Estate Planning Day

File Name Date Added
2017 ESTATE PLANNING DAY REGISTRATION FORM 04/19/2017

Application Form

File Name Date Added
Application form for 2013-2014 Membership 07/11/2013
Member application 2015-16 07/21/2016
2017-2018 Application form 05/07/2018
application for 2013-2014 12/12/2014

April 26 Seminar Salt Creek Golf Retreat

File Name Date Added
CJ&B pc highlight sheet 04/23/2018
HHEPC application 2018-2019 04/22/2018
Website update 04/22/2018
Seminar Outlines 04/22/2018
Newsletter article 04/22/2018

Comments on Forms by Mr. Kolb

File Name Date Added
DRAFTING UNDER THE INDIANA TRANSFER ON DEATH PROPE 03/31/2010
TRANSFER ON DEATH AFFIDAVIT 03/31/2010
TRANSFER ON DEATH DEED REVOCATION 03/31/2010
TRANSFER ON DEATH DEED 03/31/2010
TRANSFER ON DEATH UNREGISTERED TANGIBLE PERSONAL 03/31/2010
COMMENTS ON FORMS 03/31/2010

December 11, 2014 Seminar

File Name Date Added
December 11, 2014 Speaker bio 11/20/2014
December 11, 2014 Seminar outline 11/20/2014

December 12, 2013 Seminar

File Name Date Added
Wealth Planning Issues Outline 11/05/2013
Elaine Bedel, CFP Biography 11/05/2013

December 2017 Seminar

File Name Date Added
December 2017 Newsletter 12/04/2017
President's message December 12/04/2017
Bunger & Robertson Highlight 12/02/2017
Outlines December Seminar 11/30/2017
Bunger & Robertson Highlight 11/30/2017
Buy/See Agreements; A primer 11/30/2017
Rodney Retzner bio 11/30/2017

February 11, 2016

File Name Date Added
Rebecca Geyer bio 01/11/2016
Mike Carson Biography 01/11/2016
Trends in the 401(k) Plans Marketplace 01/11/2016
Outline for Planning for Same-Sex Couples 01/11/2016

February 14, 2013 seminar

File Name Date Added
Estate and Tax Update - Outline 12/27/2012
Rodney Retzner Biography 12/27/2012
Jay Utterback Biography 12/27/2012

February 16, 2012 Seminar

File Name Date Added
February 16, 2012 Program Outline 12/06/2011
Bradley Minor Biography 12/06/2011
Kristine Bouaichi Biography 12/06/2011
John Katlarczyk Biography 12/06/2011
David Maschino Biography 12/06/2011

February 20, 2014 Seminar

File Name Date Added
Real Property Appraisals for Estates and Gifts Outline 01/18/2014
Affordable Care Act and Its Economic Impact 01/18/2014
February 20, 2014 Seminar flyer 01/18/2014

February 2018 Seminar

File Name Date Added
Hurlow Wealth Management Highlight 01/30/2018
Outlines 01/30/2018
Seminar Flyer February 2018 01/30/2018
Estate Gift Tax Valuation Update - Outline 01/30/2018
Tax Update - Outline 01/30/2018
President's Message 01/30/2018
Business Valuation Implications of the Tax Cuts and Jobs Act of 2017 01/30/2018

February 5, 2015 Seminar

File Name Date Added
February 5, 2015 Mike Carson Outline 01/07/2015
February 5, 2015 Seminar flyer 01/07/2015
Mike Carson bio 01/07/2015

HHEPC Newsletters

File Name Date Added
Spring Newsletter 04/08/2010
October 2017 seminar outlines 10/10/2017
JCB Article for HHEPC 10/10/2017
HHEPC Winter 2009/10 Newsletter 01/13/2010
HHEPC Fall 2010/2011 Newsletter 01/11/2011
October 2017 Seminar flyer 10/09/2017
Client Worksheet on Giving insert to Fall 2009 New 10/07/2009
Winter 2011 Newsletter January 20, 2011 01/11/2011
Estate Planning Day Highlights 10/09/2017
Fall 2009 Newsletter 10/07/2009
Fall 2013 Newsletter 09/11/2013
Powers of Attorney Article 10/09/2017
Winter 2009 HHEPC Newsletter 02/09/2009
President's Message 10/09/2017

January 20, 2011 Seminar

File Name Date Added
Tax Consequences of Settling Estate Disputes - Han 01/11/2011
January 20, 2011 - Newsletter 01/11/2011

May 15, 2014 Seminar

File Name Date Added
May 15, 2014 Seminar outline 04/02/2014
Ellen Deeter Biography 04/02/2014

May 17, 2012 Seminar

File Name Date Added
David Snyder Biography 04/06/2012

Membership forms

File Name Date Added
application 2016-2017.pdf 09/18/2017
2012-2013 Membership Application form 12/27/2012
2012-2013 Membership renewal letter 09/11/2013
New member application form 09/09/2011
HHEPC Membership Form 2012-2013 09/11/2013

November 2015 Seminar

File Name Date Added
Charitable Giving at Death outline 10/08/2015
Andrew Vento Bio 10/08/2015
Scott Shrode bio 10/08/2015
Matt Ehinger bio 10/08/2015
Common Mistakes in Charitable Planning 10/08/2015
Charitable Giving at Death 10/08/2015

October 27 2011 Seminar

File Name Date Added
October 27 2011 Speaker Bio and Outline 09/07/2011

September 15 Seminar

File Name Date Added
Kathleen Guider Bio 08/15/2016
Counterintelligence 101 Outline 08/15/2016

September 19, 2013 Seminar

File Name Date Added
Eric Manterfield Outline 08/21/2013
Eric Manterfield Biography 08/21/2013
CE Certificate form for Sept. 19, 2013 09/11/2013
Eric Manterfield handout for September 19, 2013 seminar 09/11/2013