Document Library


Council Documents

Document Name Date Added
SBEPC Bylaws 2014-11-28
Christopher Pegg_2020 BIO 2020-10-13
Scott Hansen_2020 BIO 2020-10-13
Marc A. Doss_2020 BIO 2020-10-13

Membership Application

Document Name Date Added
SBEPC Application 2019-10-17

Presentations Handouts

Document Name Date Added
Help Your Clients to "Stay Wealthy" in a Treacherous World 2015-01-29
Jeffrey Kleintop Economic Forecast 2020-01-30
The JR Baker Process Wealth Optimization and Legacy Planning 2016-01-28
Long Term Care 10222019 2019-10-17
Cottage Hospital Advanced Care Planning 2019-09-25
Cyber Security 2019-11-27
Divorce Presentation 0528109 2019-05-23
What's New in the Law and How It Might Impact Trust Officers, CFP's, and Attorneys 2019-04-16
You Snooze You Lose March 26 2019 Judge Glen Reiser 2019-02-27
NT Economic and Market Environment-Katherine Nixon 2016-01-28
Transferring IRA Wealth: Top 5 Mistakes to Avoid 2015-10-28
Divorce California Style 09-22-15 presentation 2015-09-24
Estate Buy-Back Strategy-City National Bank 2015-05-20
The First (And Often Forgotten) Rule of Impactful Giving: Give the Right Assets 2015-03-25
Fidelity Complex Assets presentation 3-24-15 2015-03-05
Fiduciary Compliance Library Checklist 2015-03-02
The Impacts of Politics on Policies, Portfolios, and Planning 2020-10-13
The Important Role of CPAs in the Ongoing Administration of Irrevocable Trusts or How to Avoid being 2015-02-24
So Long, Stretch! 2020-02-25