Document Library

File Name Date Added
Attachment #2 to "Discounts, Discounts, Discounts!" 01/08/2016
"Estate Planning in the Era of Portability & High Exclusion Amounts." Speaker: Douglas Mielock 01/08/2016
Long Term Care Planning. Speaker: Ashlee Gould, Nationwide 04/24/2015
Alternative Estate Planning Strategies Utilizing Life Insurance. Speaker: Jim Aubry, John Hancock Br 04/24/2015
Affordable Care Act--Understanding Employer Responsibility Rules. Speaker: Norbert Kugele, Warner No 04/24/2015
Membership Application Form 09/18/2015
Social Media in the Marketing Mix. Speaker: Kristina Marsh, Marketing Flexibility 04/24/2015
ESTATE TAX OVERVIEW -- Emphasis on Generation Skipping Transfers. Speaker: Michael Behan, Attorney 04/24/2015
Best Practices for Retirement Income Planning" -- Speaker: Wade Pfau, PhD., CFA 02/09/2018
"Leveraging Wealth Transfer: From Simple to Sublime" Speaker: Joseph Falanga, CPA, AEP, TEP - New Y 10/02/2017
Understanding Social Security to Better Assist Your Clients: Speaker: Dale Truemner, Social Securit 04/30/2016
"Passing Ships......" Speaker: Shaheen I. Imami -- 2/25/216 02/29/2016
Elder Care: Current Marketplace, Trends & Future Demogoraphics 02/04/2016
"Discounts, Discounts, Discounts!" Speaker: Lance Hall, ASA, FMV Opinions, Dallas, Texas 01/08/2016
Attachment #1 to Discounts, Discounts, Discounts!" 01/08/2016