Document Library

File Name Date Added
NAEPC Conference 2016 09/15/2016
Sponsor Opportunities 2016-2017 06/28/2016
Sponsor Benefits & Visibility Summary 07/31/2015
May 1 2017 CE Certificate 05/03/2017
3.6.2017 Meeting Materials 03/03/2017
2.6.2017 CE Form 02/14/2017

Applications

File Name Date Added
Associate Membership Application 2016-2017 06/08/2017

Articles

File Name Date Added
08/21/2014
Obtaining The AEP Designation 11/11/2014
Lessons from Robin Williams' Will 11/07/2014
Valuable Lessona from Lauren Bacall's Will 11/07/2014
Gregory E Sellers Article 11/07/2014
Is your client's life insuracne policy headed for disaster? 11/07/2014
AEP Committee 08/21/2014
Suprene Court Clairifies: Inherited IRAs are not "Retirement Funds" 11/07/2014
Nominating Committee 08/21/2014
Gift Tax Audist Expected To Increase In The Future? 11/07/2014
Leimberg-FBAR 08/21/2014
Protecting Your Client's Estate From Beneficiary Bankruptcy 11/07/2014
Leimberg_Bruce Steiner 08/21/2014

CAEPC Upcoming Presentation Handout

File Name Date Added
March 6 2017 Presentation 08/03/2016
4.1.2017 Social Security Timing Matters 04/06/2017
Winning in the Retirement Market 02/08/2017
2.6.2017 Sweater vest and Ice Cream 02/02/2017
12.5.2016 Digital and Difficult Assets: New Arizona Law and Practical Solutions 12/01/2016
Oct. 3rd Handout 09/28/2016

Emerging Professionals

File Name Date Added
Trivia Night Flyer 06/28/2016
2015-16 Emerging Professionals' Scholarship Guidelines and Application 03/09/2015
2015-16 Emerging Professionals' Group Guidelines 03/09/2015
EPG Event November 18, 2015 11/09/2015

Newsletters & Events

File Name Date Added
Press Release: CAEPC Honored as 5 Star Council 09/21/2015
2014-03 CAEPC Newsletter 08/08/2014
2014 11 CAEPC Newsletter 11/11/2014
2014-08 CAEPC Fall Newsletter Call for Articles and Member News 10/01/2014
Past Events 08/13/2014
2014-08 CAEPC Newsletter 08/21/2014
2013-09 CAEPC Newsletter 08/08/2014
2013-12 CAEPC Newsletter 08/08/2014
2014-01 CAEPC Newsletter 08/08/2014

Past Event Materials

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