Meeting Handouts

MEETING HANDOUTS:

2022-2023

MARCH 2, 2023 (MARVIN BLUM)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Life%20Insurance%20Planning%20Opportunities%20-%20Marvin%20Blum%20%28DEPC%203-2-2023%29.pdf

FEBRUARY 2, 2023 (DANIEL BRUNELLO)

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

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%20presentation%202%202%2023.pdf

JANUARY 5, 2023 (DANIEL MCCARTHY)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/McCarthy%20Presentation%201%205%2023.pdf

DECEMBER 1, 2022 (AUBREY BOSWELL)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Presentation%20Handout%2012%201%2022.pdf

NOVEMBER 3, 2022 (CONNATSER/NOVAK)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout.pdf

OCTOBER 6, 2022 (HARRY WOLFF III)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%20Estate%20Planning%20Considerations%20Following%20the%20Secure%20Act%20-%20Harry%20W.%20Wolff%20III.PDF

SEPTEMBER 1, 2022 (STACY EASTLAND):

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%2043%20Best%20Tax%20Planning%20Ideas%20for%20Trusts%20%281%29.pdf

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%202%20Paper.pdf

2021-2022

​MAY 5, 2022 (TOM ROGERSON):

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout.pdf

APRIL 7, 2022 (STEVE AKERS) 3 HANDOUTS:

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%20for%20meeting%20Akers.pdf

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Akers%20Handout%20%202022%20Supplement-Summary.pdf

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Akers%20handout%203%20Highlights.pdf

MARCH 3, 2022 (JOHN ANDREWS)

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

FEBRUARY 3, 2022 (JONATHAN TIDD)

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

JANUARY 6, 2022 (JEFF CHADWICK)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%20for%201%206%2022%20meeting.pdf

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