Clarkston Capital

Document Library


Applications & Forms

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

CAEPC Previous Event Materials

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

CAEPC Upcoming Presentation Handout

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

News Articles

Document Name Date Added
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
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