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Document Library

Categories

Applications & Forms

Document Name Date Added
Sponsorship Commitment Form 2019-2020
CAEPC 2019-20 Sponsorship Commitment Form.doc (92K)
 2019-09-16
2019-2020 EPG Scholarship Application
2019-2020 EPG Scholarship Application.doc (88K)
 2019-06-11

CAEPC Previous Event Materials

Document Name Date Added
November CE Form
Original General CE Form - November.doc (124K)
 2019-11-08
Medicare Conversation
Event Presentation.pdf (1638K)
 2019-11-08

CAEPC Program Materials

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CAEPC Upcoming Presentation Handout

Document Name Date Added
01/06/2020 - Presentation Handouts
Outlook-2020-Findings-Opportunities (1).pdf (3800K)
 2020-01-06

News Articles

Document Name Date Added
Gift Tax Audist Expected To Increase In The Future?
Gift Tax Audits LC.pdf (57K)
 2014-11-07
Leimberg-FBAR
LEIMBERG_FBAR.pdf (72K)
 2014-08-21
Protecting Your Client's Estate From Beneficiary Bankruptcy
IRA Article_CAEPC Submissions.pdf (15K)
 2014-11-07
Leimberg_Bruce Steiner
LEIMBERG_Bruce Steiner.pdf (71K)
 2014-08-21
The New Estate Planning DilemmaLCv2.pdf (51K)
 2014-08-21
Obtaining The AEP Designation
Interested in obtaining an Accredited Estate Planner.pdf (67K)
 2014-11-11
Lessons from Robin Williams' Will
Lessons From Robin Williams Insurance Trust.pdf (77K)
 2014-11-07
Valuable Lessona from Lauren Bacall's Will
Valuable Lessons_Bacall.pdf (74K)
 2014-11-07
Gregory E Sellers Article
Gregory E.pdf (42K)
 2014-11-07
Is your client's life insuracne policy headed for disaster?
Life Ins Liability1.pdf (76K)
 2014-11-07
Suprene Court Clairifies: Inherited IRAs are not "Retirement Funds"
Supreme Court Clarifies.pdf (54K)
 2014-11-07