Document Library

Categories

Council Documents

Document Name Date Added
2 - It's Not What You Say, But How You Say It - Charitable Giving Conversations That Earn Donor Conf
2 PA Educational Tax Credit 2021.pdf (832K)
 2021-10-08
Speaker Proposal Form
EPC Speaker Proposal Form.docx (83K)
 2020-08-24

EPC Membership

Document Name Date Added
EPC of Pittsburgh Mentoring Program
EPC Mentoring Program.pdf (34K)
 2014-06-12
2021-2022 EPC Renewal Form
2021 2022 EPC Renewal.pdf (314K)
 2021-05-27
2021-2022 EPC Membership Application
2021 2022 EPC Membership Application.pdf (6740K)
 2021-07-09

EPC Sponsorships

Document Name Date Added
EPC Sponsorship Opportunities
EPC Sponsorship Opportuities.pdf (806K)
 2019-07-23
13th Annual Financial Four'um Partner Benefit Reference Guide
Partnership Guide 2021.pdf (538K)
 2021-08-18

Program presentations

Document Name Date Added
January 16, 2020 Dinner Presentation - Secure Act
SECURE Act - New IRA Rules.pdf (158K)
 2020-01-28
Complex Planning at the Intersection of Income and Transfer Taxes
9 24 15 Meeting Presentation Complex Planning for Income and Transfer Taxes.pdf (244K)
 2015-09-29
5 16 19 Luncheon Presentation - Future Planning for Individuals w Disabilities and Their Families
5 16 19 Future Planning for Individuals w Disabilities and Their Families.pdf (822K)
 2019-05-14
9 20 18 Luncheon Presentation - Calculation and Function of Oil & Gas Valuations in Estate Planning
J Hickman 9 20 18 final.pdf (3278K)
 2018-10-19
“WHAT I WOULD LIKE TO KNOW ABOUT THE LIFE INSURANCE BUSINESS IF I DIDN’T ALREADY KNOW IT (or at leas
Clark McCleary Outline.pdf (130K)
 2017-03-24
5 17 18 Luncheon Presentation - Long Term Care Basics
5 17 18 presentation IKOR Long Term Care slides.pdf (3792K)
 2018-05-18
It's Not What You Say, But How You Say It - Charitable Giving Conversations That Earn Donor Confiden
1 Planned Giving EPC Presentation.pdf (4135K)
 2021-10-08
5 17 18 Luncheon Presentation Questionaire
5 17 18 presentation IKOR Long Term Care Questionaire Final .pdf (473K)
 2018-05-18
Beyond the Cutting Edge of Tradition
Vicent Lackner Presentation Outline.docx (13K)
 2017-03-24
3 15 18 Luncheon Presentation - Employee Stock Ownership Plans:The Versatile Estate Planning Tool th
3 15 18 Presentation.pdf (5093K)
 2018-03-19
“Tax Reform,” or How We Got to Where We Are and Where to Go From Here
B Dillon session 1 18 18.pdf (843K)
 2018-01-17
9 17 2020 Luncheon Presentation - State of the (Charitable) Union: How Understanding Needs in our Re
9 17 2020 Presentation.pdf (9042K)
 2020-09-18

Speakers

Document Name Date Added
Nathan Daley's Biography
Bio-Nathan-Daley-Fidelity-Charitable.pdf (451K)
 2015-12-17
Nora Gieg Chatha, Esquire biography
Nora Chatha bio.pdf (84K)
 2015-04-23
Glen T. Meakem Biography
Glen T Meakem bio.pdf (263K)
 2015-04-23
9 20 18 Speaker Josh Hickman bio
Josh Hickman Biography.pdf (206K)
 2018-08-27
5 17 18 Speaker Patricia Hanson bio
Patricia Hanson biography.pdf (321K)
 2018-05-18
Steven H. Reiff's Complete Biography
REIFF - Bio.pdf (106K)
 2017-03-24
Raymond M. Roberts Biography
Raymond M Roberts bio.pdf (242K)
 2021-09-02
Michael Freker, CFP, ChFC Biography
Michael Freker Bio.pdf (2825K)
 2021-08-31
3 15 18 Speaker Dan Adley Bio
3 15 18 Speaker Dan Adley Bio.pdf (335K)
 2018-02-14
3 15 18 Speaker Dan Zugell Bio
3 15 18 Speaker Dan Zugell Bio.pdf (374K)
 2018-02-14
3 15 18 Speaker Kevin McPhillips Bio
3 15 18 Speaker Kevin McPhillips Bio.pdf (350K)
 2018-02-14
Ann Dugan Bio
Ann Dugan bio.pdf (104K)
 2021-04-23
Robert ("Bob") Lang Biography
Robert-Lang Bio.pdf (93K)
 2017-02-17
Jeremiah W. Doyle biography
Jere Doyle biography.pdf (281K)
 2017-01-04
Paul Brahim Biography
Paul Brahim Bio.pdf (159K)
 2016-05-05
Amanda Priebe CFP
Amanda Priebe biography.pdf (154K)
 2020-05-04