Clarkston Capital

Document Library


Council Documents

Document Name Date Added
Sponsor Opportunities 2023-2024 2023-08-22

Applications & Forms

Document Name Date Added
Event Policy & Waiver for 2022-2023 2021-08-13
AEP® Council Nomination Program 2021 2021-10-31
AEP Designation Council Nomination Program 2021-06-09
2020-2021 EPG Scholarship Application 2020-11-03

CAEPC Previous Event Materials

Document Name Date Added
January 2023 Program Handout 2023-01-12
Out of the Estate but Not Out of Reach October 2022 2022-11-23
October 2021 Program Handout 2021-10-05
November 2022 Program Handout
CRT Slides.pdf (4583K)
CE Form 10.04.21 2021-10-05

CAEPC Program Materials

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CAEPC Upcoming Presentation Handout

Document Name Date Added
Recent Developments 2022-02-04
Fundamentally Fun Solutions To Perilous Income Tax Pitfalls In Estate Planning 2022-02-04

News Articles

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