Document Library

File Name Date Added
SBEPC Bylaws 11/28/2014

Membership Application

File Name Date Added
SBEPC Application 11/28/2014

Presentations Handouts

File Name Date Added
Transferring IRA Wealth: Top 5 Mistakes to Avoid 10/28/2015
Divorce California Style 09-22-15 presentation 09/24/2015
Estate Buy-Back Strategy-City National Bank 05/20/2015
The First (And Often Forgotten) Rule of Impactful Giving: Give the Right Assets 03/25/2015
Fidelity Complex Assets presentation 3-24-15 03/05/2015
Fiduciary Compliance Library Checklist 03/02/2015
The Important Role of CPAs in the Ongoing Administration of Irrevocable Trusts or How to Avoid being 02/24/2015
Help Your Clients to "Stay Wealthy" in a Treacherous World 01/29/2015
The JR Baker Process Wealth Optimization and Legacy Planning 01/28/2016
You Snooze You Lose March 26 2019 Judge Glen Reiser 02/27/2019
NT Economic and Market Environment-Katherine Nixon 01/28/2016