Document Library

Categories

GOVERNANCE

Document Name Date Added
Amended and Restated Bylaws
Amended and Restated Bylaws Draft 12 19 18.pdf (124K)
 2019-08-14

HANDOUTS 2019-2020 (ALPHABETICAL ORDER BY MONTH)

Document Name Date Added
APRIL 2 2020 HANDOUT (STEVE AKERS)
April 2 2020 Presentation Steve Akers.pdf (1331K)
 2020-03-26
MARCH 5 2020 PRESENTATION (GREG HOLMGREN)
Holmgren - Presentation.pdf (103K)
 2020-03-02
FEBRUARY 6 2020 HANDOUT (ERIC REIS)
Handout of Presentation.pdf (114K)
 2020-02-03
JANUARY 9 2020 HANDOUT DZIEDZIC
Handout Securing Your Retirement_STAMPED.pdf (921K)
 2020-01-03
DECEMBER 5 2019 Handout Advisors Discussing Collaboration
HANDOUT DEPC Advisors Discussing Collaboration with Case Studies.pdf (1797K)
 2019-12-02
NOVEMBER 7 2019 HANDOUT (WOLVEN)
Hadout Difficult Beneficiaries - Dallas EPC Nov 2019.pdf (263K)
 2019-10-30
OCTOBER 3 MEETING (JENSON/MATZ)
Handout.pdf (3541K)
 2019-10-02

MEMBERSHIP FORM

Document Name Date Added
Membership Form 2019 2020
2019 2020 membership form DEPC Jan 17 pro rated new member.pdf (99K)
 2020-01-17