Document Library

Categories

Council Documents

Document Name Date Added
2021-01-20 Nathan Sanow Long Term Care Presentation 2021-01-26

ANNUAL LETTER & DUES NOTICE

Document Name Date Added
President's Letter 2021 2021-10-05
Annual Dues Statement 2021 2021-10-05

COUNCIL GOVERNANCE DOCUMENTS

Document Name Date Added
Certificate of Incorporation 2007-11-08
IRS Form W-9 for NWEPC 2012-01-13
Bylaws 2011-12-21
Articles of Incorporation
ARTICLES.pdf (140K)
2007-11-08

MEMBERSHIP DOCUMENTS

Document Name Date Added
Membership Application 2021-10-04

SPEAKERS & PRESENTATIONS

Document Name Date Added
2022-1-12 Year-End Tax Planning including an overview of the New Tax Laws - Slides 2022-05-19
Forensic Accounting & Fraud (March 2021) 2021-03-22
2020-11-18 Sheila Ridgeway POA Presentation 2020-11-23
Chris Dale Bio 2020-08-19
Bio Sheila Ridgway 2020-03-12
2022-05-18 The Estate Registry resources 2022-05-19
When "Income" isn't Income. Or is it? 2020-05-12
2022-05-18 The Great Wake Up Call - Slides 2022-05-19
Biography - Justin Miller 2019-08-28
2022-03-18 Charitable Giving Strategies - slides 2022-05-19
2021-11-03 What Every Financial Professional Should Know about College Funding and Financial Aid - S 2022-05-19
2020-9-16 Chris Dale Communicating with Clients in Grief 2020-09-17
Presentation 2020-03-12
Justin Miller Summary and Bio 2020-02-11
2022-05-18 The Estate Registry Brochure 2022-05-19
David Green Bio 2019-09-24
2022-05-18 Speaker bio Alyssa Raskovic bio (May 18, 2022) 2022-05-19
Biography - Susan Rounds 2019-08-28