Document Library
CategoriesCouncil 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
Web prof brochure 2014.pdf (141K)
|
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 |
---|---|
2019 Estate Planning Day Presentation Materials | 2019-05-08 |
EPD May 9 2019 Newsletter
EPD May 9 2019 Newsletter .pdf (3584K)
|
2019-04-11 |
President's Message | 2019-04-11 |
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 |
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 |
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Website update
Web site update.pdf (44K)
|
2018-04-22 |
Seminar Outlines
April 2108 Outlines.pdf (87K)
|
2018-04-22 |
Newsletter article | 2018-04-22 |
CJ&B pc highlight sheet
CJ&B, PC highlight sheet.pdf (127K)
|
2018-04-23 |
HHEPC application 2018-2019 | 2018-04-22 |
August 2020 Seminar
Document Name | Date Added |
---|---|
Bunger & Robertson Highlight | 2020-08-18 |
President's Message - August 2020 | 2020-08-18 |
August 2020 Newsletter Article
Boltz Article August.pdf (380K)
|
2020-08-18 |
August 2020 Zoom Seminar
Document Name | Date Added |
---|---|
Speaker bios and Outline | 2020-08-14 |
Comments on Forms by Mr. Kolb
Document Name | Date Added |
---|---|
TRANSFER ON DEATH DEED | 2010-03-31 |
TRANSFER ON DEATH UNREGISTERED TANGIBLE PERSONAL | 2010-03-31 |
COMMENTS ON FORMS
Comments to Forms.doc (30K)
|
2010-03-31 |
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 |
Dec 6 2018 Seminar
Document Name | Date Added |
---|---|
Laughlin highlight
laughlin highlight.pdf (49K)
|
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 Speaker bio
TRP Bio May 2014.pdf (240K)
|
2014-11-20 |
December 11, 2014 Seminar outline | 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 |
---|---|
Rodney Retzner bio | 2017-11-30 |
December 2017 Newsletter | 2017-12-04 |
President's message December | 2017-12-04 |
Bunger & Robertson Highlight | 2017-12-02 |
Outlines December Seminar
outlines.pdf (35K)
|
2017-11-30 |
Bunger & Robertson Highlight | 2017-11-30 |
Buy/See Agreements; A primer
BuySellAgreementsPrimer.pdf (289K)
|
2017-11-30 |
February 11, 2016
Document Name | Date Added |
---|---|
Outline for Planning for Same-Sex Couples | 2016-01-11 |
Rebecca Geyer bio
Geyer Bio.pdf (30K)
|
2016-01-11 |
Mike Carson Biography
carson bio.pdf (32K)
|
2016-01-11 |
Trends in the 401(k) Plans Marketplace
carson outline.pdf (26K)
|
2016-01-11 |
February 14, 2013 seminar
Document Name | Date Added |
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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 |
---|---|
David Maschino Biography
Bio MaschinosAug2010.doc (33K)
|
2011-12-06 |
February 16, 2012 Program Outline
Program Outline[1].docx (14K)
|
2011-12-06 |
Bradley Minor Biography
Minor Bio.docx (52K)
|
2011-12-06 |
Kristine Bouaichi Biography | 2011-12-06 |
John Katlarczyk Biography
JJKBIO.doc (26K)
|
2011-12-06 |
February 20, 2014 Seminar
Document Name | Date Added |
---|---|
Real Property Appraisals for Estates and Gifts Outline
Michael Lady outline.pdf (25K)
|
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
Maschino Article.pdf (138K)
|
2018-01-30 |
Hurlow Wealth Management Highlight | 2018-01-30 |
February 2020 Seminar
Document Name | Date Added |
---|---|
President's Message | 2020-02-17 |
Outlines and Biographies for February 2020 | 2020-02-15 |
Voelz, Reed, & Mount, LLC Company Biography
Voelz company biography.pdf (193K)
|
2020-02-15 |
February 2020 Newsletter Article | 2020-02-15 |
February 21 Seminar
Document Name | Date Added |
---|---|
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 |
President's message | 2019-02-11 |
February 25, 2021 Seminar
Document Name | Date Added |
---|---|
Bios and Outlines | 2021-01-25 |
February 5, 2015 Seminar
Document Name | Date Added |
---|---|
Mike Carson bio
Mike Carson bio.pdf (59K)
|
2015-01-07 |
February 5, 2015 Mike Carson Outline
Mike Carson Outline.pdf (32K)
|
2015-01-07 |
February 5, 2015 Seminar flyer | 2015-01-07 |
HHEPC Newsletters
Document Name | Date Added |
---|---|
October 2017 seminar outlines | 2017-10-10 |
HHEPC Fall 2010/2011 Newsletter
Newsletter_08 10 A.pdf (517K)
|
2011-01-11 |
JCB Article for HHEPC
JCB Article for HHEPC.pdf (206K)
|
2017-10-10 |
HHEPC Winter 2009/10 Newsletter
Newsletter_01 10.pdf (331K)
|
2010-01-13 |
Winter 2011 Newsletter January 20, 2011 | 2011-01-11 |
October 2017 Seminar flyer | 2017-10-09 |
Client Worksheet on Giving insert to Fall 2009 New | 2009-10-07 |
Estate Planning Day Highlights | 2017-10-09 |
Fall 2009 Newsletter
Newsletter_10 09.pdf (378K)
|
2009-10-07 |
Fall 2013 Newsletter | 2013-09-11 |
Powers of Attorney Article | 2017-10-09 |
Winter 2009 HHEPC Newsletter
Newsletter_2 09.pdf (371K)
|
2009-02-09 |
President's Message
President's message.pdf (111K)
|
2017-10-09 |
Spring Newsletter
Newsletter_04 10.pdf (371K)
|
2010-04-08 |
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
Snyder bio.doc (27K)
|
2012-04-06 |
Membership forms
Document Name | Date Added |
---|---|
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 |
application 2016-2017.pdf | 2017-09-18 |
November 2015 Seminar
Document Name | Date Added |
---|---|
Charitable Giving at Death outline | 2015-10-08 |
Andrew Vento Bio
Andrew N. Vento-c.pdf (344K)
|
2015-10-08 |
Scott Shrode bio | 2015-10-08 |
Matt Ehinger bio
Matt Ehinger (1)-c.pdf (356K)
|
2015-10-08 |
Common Mistakes in Charitable Planning | 2015-10-08 |
Charitable Giving at Death | 2015-10-08 |
November 2020 Seminar
Document Name | Date Added |
---|---|
President's message
Presidents message.pdf (24K)
|
2020-11-16 |
Speaker Bios and Outlines | 2020-11-14 |
November 21, 2019 Seminar
Document Name | Date Added |
---|---|
Outlines & Bios for Nov 2019 seminar | 2019-11-15 |
Slotegraaf Niehoff highlight
Slotegraaf Niehoff.pdf (332K)
|
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 |
Winter Newsletter November 2019
November Newsletter (3).pdf (390K)
|
2019-11-15 |
Slotegraaf Niehoff highlight
Slotegraaf Niehoff.pdf (332K)
|
2019-11-15 |
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
kguider-bio.pdf (8K)
|
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
Manterfield handout.pdf (161K)
|
2013-09-11 |
Eric Manterfield Outline
Manterfieldoutline.pdf (26K)
|
2013-08-21 |
Eric Manterfield Biography
EricManterfeldBio.pdf (34K)
|
2013-08-21 |
September 19, 2019 Seminar
Document Name | Date Added |
---|---|
Ray Wealth Management Highlight
HHEC_RWM bio090319 (2).pdf (154K)
|
2019-09-04 |
President's Message | 2019-09-04 |
Outlines | 2019-09-04 |
Post Mortem Election Article | 2019-09-04 |
September 2020 Seminar
Document Name | Date Added |
---|---|
Planning in the Time of Covid - article | 2020-11-16 |
President message Sept. 2020 | 2020-09-12 |
Article September 2020 | 2020-09-12 |
Outline and bios September 2020 | 2020-09-12 |
September 20th 2018 Seminar
Document Name | Date Added |
---|---|
BKD bio
BKD bio.pdf (98K)
|
2018-09-11 |
Seminar flyer
Seminar flyer.pdf (41K)
|
2018-09-11 |
President's Message
presidents letter.pdf (47K)
|
2018-09-11 |
Membership application | 2018-09-11 |
Newsletter article
Sept 2018 article.pdf (75K)
|
2018-09-11 |