Document Library

Categories

Council Documents

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

2014 Estate Planning Day

Document Name Date Added
2014 Estate Planning Day Brochure 2014-10-02

2017 Estate Planning Day

Document Name Date Added
2017 ESTATE PLANNING DAY REGISTRATION FORM 2017-04-19

2019 Estate Planning Day

Document Name Date Added
529 Plans and Estate Planning 2019-04-11
2019 Estate Planning Day Registration form 2019-04-05
Sponsorship Opportunities 2019 Estate planning Day 2019-04-01
2019 Estate Planning Day Presentation Materials 2019-05-08
EPD May 9 2019 Newsletter 2019-04-11
President's Message 2019-04-11

Application Form

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

April 26 Seminar Salt Creek Golf Retreat

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

Comments on Forms by Mr. Kolb

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

Dec 6 2018 Seminar

Document Name Date Added
Laughlin highlight 2018-11-16
Outlinies for Dec 6 meeting 2018-11-16
Mary Elftman article 2018-11-16
President's message 2018-11-16
Lance Like article 2018-11-16

December 11, 2014 Seminar

Document Name Date Added
December 11, 2014 Seminar outline 2014-11-20
December 11, 2014 Speaker bio 2014-11-20

December 12, 2013 Seminar

Document Name Date Added
Wealth Planning Issues Outline 2013-11-05
Elaine Bedel, CFP Biography 2013-11-05

December 2017 Seminar

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

February 11, 2016

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

February 14, 2013 seminar

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

February 16, 2012 Seminar

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

February 20, 2014 Seminar

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

February 2018 Seminar

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

February 21 Seminar

Document Name Date Added
President's message 2019-02-11
Membership application 2019-02-11
Seminar Outlines 2019-02-11
Newsletter Article Feb 21 2019 seminar 2019-02-11
Sponsorship brochure 2019 Estate Planning Day 2019-02-11

February 5, 2015 Seminar

Document Name Date Added
Mike Carson bio 2015-01-07
February 5, 2015 Mike Carson Outline 2015-01-07
February 5, 2015 Seminar flyer 2015-01-07

HHEPC Newsletters

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

January 20, 2011 Seminar

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

May 15, 2014 Seminar

Document Name Date Added
May 15, 2014 Seminar outline 2014-04-02
Ellen Deeter Biography 2014-04-02

May 17, 2012 Seminar

Document Name Date Added
David Snyder Biography 2012-04-06

Membership forms

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

November 2015 Seminar

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

November 21, 2019 Seminar

Document Name Date Added
Winter Newsletter November 2019 2019-11-15
Slotegraaf Niehoff highlight 2019-11-15
Outlines & Bios for Nov 2019 seminar 2019-11-15
Slotegraaf Niehoff highlight 2019-11-15
Article for November 21, 2019 Seminar 2019-11-14
Outline for November 21. 2019 Seminar 2019-11-14
President's Message 2019-11-14

October 27 2011 Seminar

Document Name Date Added
October 27 2011 Speaker Bio and Outline 2011-09-07

September 15 Seminar

Document Name Date Added
Kathleen Guider Bio 2016-08-15
Counterintelligence 101 Outline 2016-08-15

September 19, 2013 Seminar

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

September 19, 2019 Seminar

Document Name Date Added
Ray Wealth Management Highlight 2019-09-04
President's Message 2019-09-04
Outlines 2019-09-04
Post Mortem Election Article 2019-09-04

September 20th 2018 Seminar

Document Name Date Added
Membership application 2018-09-11
Newsletter article 2018-09-11
BKD bio 2018-09-11
Seminar flyer 2018-09-11
President's Message 2018-09-11