Meeting Handouts

MEETING HANDOUTS:

2021-2022

DECEMBER 2, 2021 (LESLIE KIEFER AMANN)

NOTE: 2 HANDOUTS

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Amann%20presentation%20paper.pdf

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Amann%20ppt.pdf

NOVEMBER 4, 2021 (REYNOLDS CAFFERATA)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Cafferata%20Presentation.pdf

OCTOBER 7, 2021 (KATY DAVID/BRAD FLETCHER)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Estate%20Planning%20Amidst%20Cryptocurrency%20Wealth%20Presentation.pdf

2020-2021

MAY 6, 2021 HANDOUT (DONADLSON)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%20for%20May%206%202021%20Donaldson.pdf

APRIL 1, 2021 HANDOUT (AKERS)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%20Presentation%20to%20POST.pdf

FEBRUARY 4, 2021 HANDOUT (LEE)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/HANDOUT%20for%20February%204%202021%20Lee.pdf

JANUARY 7, 2021 HANDOUT (SALES)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%20for%201%207%2021%20Sales.pdf

DECEMBER 3, 2021 HANDOUT (KEEBLER)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Mathematics%20of%20SECURE%20presentation.pdf

NOVEMBER 5, 2020 HANDOUT (BORDA/DAWSON)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Presentation%20Handout%2011%205%2020.pdf

OCTOBER 1, 2020 HANDOUT (DAVE FOLZ):

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%20for%20Trustee%20Bootcamp%20Checklists%20for%20the%20New%20Trustee%2010.1.2020.pdf

 

2019-2020

MAY 7, 2020 HANDOUT (JERE DOYLE):

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/May%207%202020%20Presentation%20Doyle.pdf

APRIL 2, 2020 HANDOUT (STEVE AKERS):

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/April%202%202020%20Presentation%20Steve%20Akers.pdf

MARCH 5, 2020 HANDOUT (GREG HOLMGREN):

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Holmgren%20-%20Presentation.pdf

FEBRUARY 6, 2020 HANDOUT (ERIC REIS):

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%20of%20Presentation.pdf

JANUARY 9, 2020 HANDOUT (CHAD DZIEDZIC):

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%20Securing%20Your%20Retirement_STAMPED.pdf

DECEMBER 5, 2019 HANDOUT (PANEL):

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/HANDOUT%20DEPC%20Advisors%20Discussing%20Collaboration%20with%20Case%20Studies.pdf