Document Library

Categories

Council Documents

Document Name Date Added
2023 - 2024 EPC Dues Renewal 2023-06-26
2 - It's Not What You Say, But How You Say It - Charitable Giving Conversations That Earn Donor Conf 2021-10-08
Speaker Proposal Form 2020-08-24

EPC Membership

Document Name Date Added
EPC of Pittsburgh Mentoring Program 2014-06-12
2023-2024 EPC Membership Application 2023-11-07
2021-2022 EPC Renewal Form 2021-05-28

EPC Sponsorships

Document Name Date Added
EPC Sponsorship Opportunities 2019-07-23
EPC Sponsorship Opportunities 2024-02-27
13th Annual Financial Four'um Partner Benefit Reference Guide 2021-08-18

Program presentations

Document Name Date Added
9 17 2020 Luncheon Presentation - State of the (Charitable) Union: How Understanding Needs in our Re 2020-09-18
9 20 18 Luncheon Presentation - Calculation and Function of Oil & Gas Valuations in Estate Planning 2018-10-19
5 17 18 Luncheon Presentation Questionaire 2018-05-18
January 16, 2020 Dinner Presentation - Secure Act 2020-01-28
Complex Planning at the Intersection of Income and Transfer Taxes 2015-09-29
5 16 19 Luncheon Presentation - Future Planning for Individuals w Disabilities and Their Families 2019-05-14
Improving Client Outcomes, Maximizing Charitable Giving and Minimizing Taxes 2023-06-09
“WHAT I WOULD LIKE TO KNOW ABOUT THE LIFE INSURANCE BUSINESS IF I DIDN’T ALREADY KNOW IT (or at leas 2017-03-24
5 17 18 Luncheon Presentation - Long Term Care Basics 2018-05-18
It's Not What You Say, But How You Say It - Charitable Giving Conversations That Earn Donor Confiden 2021-10-08
Beyond the Cutting Edge of Tradition 2017-03-24
3 15 18 Luncheon Presentation - Employee Stock Ownership Plans:The Versatile Estate Planning Tool th 2018-03-19
“Tax Reform,” or How We Got to Where We Are and Where to Go From Here 2018-01-17

Speakers

Document Name Date Added
Jeremiah W. Doyle biography 2017-01-04
Amanda Priebe CFP 2020-05-04
Nathan Daley's Biography 2015-12-17
Nora Gieg Chatha, Esquire biography 2015-04-23
5 17 18 Speaker Patricia Hanson bio 2018-05-18
Steven H. Reiff's Complete Biography 2017-03-24
Raymond M. Roberts Biography 2021-09-03
3 15 18 Speaker Dan Adley Bio 2018-02-14
3 15 18 Speaker Kevin McPhillips Bio 2018-02-14
Ann Dugan Bio 2021-04-23
Robert ("Bob") Lang Biography 2017-02-17
Paul Brahim Biography 2016-05-05
Glen T. Meakem Biography 2015-04-23
9 20 18 Speaker Josh Hickman bio 2018-08-27
Michael Freker, CFP, ChFC Biography 2021-08-31
3 15 18 Speaker Dan Zugell Bio 2018-02-14