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
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
MAY 7 2020 PRESENTATION (JERE DOYLE)
May 7 2020 Presentation Doyle.pdf (434K)
 2020-05-01
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

HANDOUTS 2020-2021 (ALPHABETICAL ORDER BY MONTH)

Document Name Date Added
JANUARY 7 2021 PRESENTATION (SALES)
Handout for 1 7 21 Sales.pdf (1251K)
 2021-01-04
DECEMBER 3 2020 PRESENTATION (KEEBLER)
Mathematics of SECURE presentation.pdf (2294K)
 2020-11-30
NOVEMBER 5 2020 PRESENTATION (Borda/Dawson)
Presentation Handout 11 5 20.pdf (4517K)
 2020-10-30
OCTOBER 1 2020 PRESENTATION (DAVE FOLZ)
Handout for Trustee Bootcamp Checklists for the New Trustee 10.1.2020.pdf (392K)
 2020-09-25

MEMBERSHIP FORM

Document Name Date Added
Membership Form (June 1, 2020 - May 31, 2021)
2020 2021 membership form DEPC 1 13 21 new member prorate.pdf (101K)
 2021-01-13