Document Library

Categories

EPC Membership

Document Name Date Added
2020 - 2021 EPC Membership Application
2020 2021 EPC Membership Application.pdf (6910K)
 2020-06-17
2020 - 2021 EPC Membership Renewal
2020 2021 EPC Renewal.pdf (280K)
 2020-06-04
EPC of Pittsburgh Mentoring Program
EPC Mentoring Program.pdf (34K)
 2014-06-12

EPC Sponsorships

Document Name Date Added
EPC Sponsorship Opportunities
EPC Sponsorship Opportuities.pdf (806K)
 2019-07-23

Program presentations

Document Name Date Added
“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
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
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

Speakers

Document Name Date Added
Robert ("Bob") Lang Biography
Robert-Lang Bio.pdf (93K)
 2017-02-17
Jeremiah W. Doyle biography
Jere Doyle biography.pdf (281K)
 2017-01-04
Amanda Priebe CFP
Amanda Priebe biography.pdf (154K)
 2020-05-04
Paul Brahim Biography
Paul Brahim Bio.pdf (159K)
 2016-05-05
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
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