Document Library

Categories

Council Documents

Document Name Date Added
Dec 2017 seminar flyer 2017-12-01
July 14 2010 Seminar Handouts 2010-08-24
Selecting A Major Gift Recipient A Guide for Donor 2010-07-05
Free & Low-Cost Marketing Tips ? by Laurie Gross 2010-07-05
Summer 2010 HHEPC Newsletter 2010-07-06
Recent Tax Court Decisions On Inheritance Tax Appr 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
2019 Estate Planning Day Registration form 2019-04-05
EPD May 9 2019 Newsletter 2019-04-11
529 Plans and Estate Planning 2019-04-11
Sponsorship Opportunities 2019 Estate planning Day 2019-04-01
2019 Estate Planning Day Presentation Materials 2019-05-08
President's Message 2019-04-11

2021 Estate Planning Day

Document Name Date Added
2021 EPD Sponsorship Package 2021-06-24

2022 Estate Planning Day

Document Name Date Added
Speaker Bios 2022-03-27
Bonnie Dyar Handout 2022-05-18
Cathleen Weber Power Point 2022-05-18
Anne Curry Power Point 2022-05-18
Four More Years - Article 2022-05-18
Speaker bios and outlines 2022-05-10
Pamela Davis Power Point 2022-05-18
Kathryn DeWeese power point 2022-05-18
Indecent Proposal - Article 2022-05-18
Biden My Time - Article 2022-05-18

2022 November Seminar

Document Name Date Added
President's Message 2022-12-10

Application Form

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

April 26 Seminar Salt Creek Golf Retreat

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

August 2020 Seminar

Document Name Date Added
President's Message - August 2020 2020-08-18
Bunger & Robertson Highlight 2020-08-19
August 2020 Newsletter Article 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 AFFIDAVIT 2010-04-01
TRANSFER ON DEATH DEED 2010-04-01
COMMENTS ON FORMS 2010-04-01
DRAFTING UNDER THE INDIANA TRANSFER ON DEATH PROPE 2010-04-01
TRANSFER ON DEATH DEED REVOCATION 2010-04-01
TRANSFER ON DEATH UNREGISTERED TANGIBLE PERSONAL 2010-04-01

Dec 6 2018 Seminar

Document Name Date Added
Outlinies for Dec 6 meeting 2018-11-17
President's message 2018-11-17
Laughlin highlight 2018-11-17
Mary Elftman article 2018-11-17
Lance Like article 2018-11-17

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
Outlines December Seminar
outlines.pdf (35K)
2017-12-01
Buy/See Agreements; A primer 2017-12-01
December 2017 Newsletter 2017-12-04
Bunger & Robertson Highlight 2017-12-02
Bunger & Robertson Highlight 2017-12-01
Rodney Retzner bio 2017-12-01
President's message December 2017-12-04

February 11, 2016

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

February 14, 2013 seminar

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

February 16, 2012 Seminar

Document Name Date Added
Bradley Minor Biography 2011-12-06
John Katlarczyk Biography
JJKBIO.doc (26K)
2011-12-06
February 16, 2012 Program Outline 2011-12-06
Kristine Bouaichi Biography 2011-12-06
David Maschino Biography 2011-12-06

February 20, 2014 Seminar

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

February 2018 Seminar

Document Name Date Added
Seminar Flyer February 2018 2018-01-30
Tax Update - Outline 2018-01-30
Business Valuation Implications of the Tax Cuts and Jobs Act of 2017 2018-01-30
Outlines 2018-01-31
Estate Gift Tax Valuation Update - Outline 2018-01-30
President's Message 2018-01-30
Hurlow Wealth Management Highlight 2018-01-30

February 2020 Seminar

Document Name Date Added
Voelz, Reed, & Mount, LLC Company Biography 2020-02-15
Outlines and Biographies for February 2020 2020-02-16
February 2020 Newsletter Article 2020-02-15
President's Message 2020-02-18

February 2022 Seminar

Document Name Date Added
Speaker Bios and Outline 2022-02-06

February 21 Seminar

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

February 25, 2021 Seminar

Document Name Date Added
President's Message 2021-02-17
Bios and Outlines 2021-01-25
Estate Planning for the 99 Percent: With No Estate Tax, Consider Income Tax, Financial and Personal 2021-02-16

February 5, 2015 Seminar

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

HHEPC Newsletters

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

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

June 2021 Seminar

Document Name Date Added
Outline and Course Outline 2021-05-25

May 15, 2014 Seminar

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

May 17, 2012 Seminar

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

May 20, 2021 Seminar

Document Name Date Added
President Message 2021-05-10
Eric Koch Bio 2021-04-23
Outline and Bio Koch 2021-05-10
Newsletter Article 2021-05-04

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
HHEPC Membership Form 2012-2013 2013-09-11
2012-2013 Membership renewal letter 2013-09-11

November 2015 Seminar

Document Name Date Added
Andrew Vento Bio 2015-10-09
Matt Ehinger bio 2015-10-09
Charitable Giving at Death 2015-10-09
Charitable Giving at Death outline 2015-10-09
Scott Shrode bio 2015-10-09
Common Mistakes in Charitable Planning 2015-10-09

November 2020 Seminar

Document Name Date Added
President's message 2020-11-16
Speaker Bios and Outlines 2020-11-15

November 2021 Seminar

Document Name Date Added
President's Letter 2021-11-16
Groves bio and outline 2021-11-01
Outline 2021-10-12
November article issue 38 2021-11-15
Ryan Groves bio 2021-10-12

November 21, 2019 Seminar

Document Name Date Added
Winter Newsletter November 2019 2019-11-15
Outlines & Bios for Nov 2019 seminar 2019-11-15
Article for November 21, 2019 Seminar 2019-11-14
President's Message 2019-11-14
Slotegraaf Niehoff highlight 2019-11-15
Slotegraaf Niehoff highlight 2019-11-15
Outline for November 21. 2019 Seminar 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
Counterintelligence 101 Outline 2016-08-16
Kathleen Guider Bio 2016-08-16

September 19, 2013 Seminar

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

September 19, 2019 Seminar

Document Name Date Added
President's Message 2019-09-04
Post Mortem Election Article 2019-09-04
Ray Wealth Management Highlight 2019-09-05
Outlines 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
Outline and bios September 2020 2020-09-12
Article September 2020 2020-09-12

September 2021 Meeting

Document Name Date Added
Fort bio and outline 2021-08-23
Professional Ethics Outline 2021-08-04
President's Message 2021-08-23
Timothy Fort Biography
IU-Bio.pdf (48K)
2021-08-04

September 2022 Seminar

Document Name Date Added
Outline 2022-08-31
Estate of Levine: Intergenerational Split Dollar and More 2022-08-29
President's Letter 2022-08-31
Speakers' biographies 2022-08-29

September 20th 2018 Seminar

Document Name Date Added
Membership application 2018-09-11
BKD bio
BKD bio.pdf (98K)
2018-09-12
President's Message 2018-09-11
Newsletter article 2018-09-11
Seminar flyer 2018-09-11