Document Library

2017 - 2018 Membership

File Name Date Added
Membership Application 01/05/2017
Membership Renewal 2017-2018 08/11/2017

2017-2018 Dinner Meetings

File Name Date Added
Print Materials for Estate Planning for Digital Assets 09/11/2017
9/12/17 Estate Planning for Digital Assets Outline 09/11/2017

Bylaws

File Name Date Added
Amendment of Bylaws - for Vote 11/1/16 10/25/2016
2015 Restated Bylaws 05/12/2017

Press Releases

File Name Date Added
NAEPC Announces SEPC as Council of Excellence Award Winner 10/02/2017

Year 2015-2016

File Name Date Added
Gair Petrie's Lecture 05/30/2017

Year 2016-2017

File Name Date Added
Doug Lodmell presentation You Tube Link.docx 08/11/2017
2016-2017 Membership Renewal Notice 08/11/2017

Years Past Annual Meeting

File Name Date Added
Tom Forrest Changing Trust Situs 12/26/2013
5/17/16 Judd Marten Presents - Coordinating IRAs with Estate Planning 05/31/2016
Justin Ransome's Recent Developments 12/26/2013
5/17/16 Stefanie Page & Jenny Gordon Presents - Behavioral Finance Common Sense isn't always common 05/31/2016
Doug Wright - Economic Forcast 07/30/2014
Thomas M. Forrest, President, CEO US Trust 12/26/2013
Barbara Isenhour - Special Needs Planning 07/30/2014
Gair Petrie JD, Randall Danskin, PS 12/26/2013
Kristi Mathisen - Wealth Management 07/30/2014
Annual Seminar Agenda 05/23/17 05/30/2017
Doug Lawrence, Stokes & Lawrence 09/03/2014
Professor Samuel A. Donaldson - Federal Tax Update 07/30/2014
Kelli Franco and Val Perry - What to Expect from President Trump's Tax Reform 05/30/2017
Agenda 12/26/2013
Wendy Goffe - Administering Unusual Assets and Cannabis 05/30/2017
Justin Ransome, Ernst & Young 12/26/2013
J. Patrick Clunan - Understanding your Social Security Options 05/30/2017
Michael Brejda - Economic Update 05/30/2017
Aging, Challenged & Changed - John Mitchell 05/12/2016
Doug Lodmell - The Bridge Trust - Offshore Protection with Domestic Simplicity 05/30/2017
Annual Meeting 2012 - Natalie Choate Flyer 09/03/2014
UPIA-TOLI - Gary L. Flotron 05/12/2016
David Murray - Secondary Planning for CRT's 05/30/2017
John Mitchell, Short Biography 05/12/2016
Annual Seminar Announcement 05/30/2017
5/17/16 2016 SEPC - Agenda & Meet the Faculty 05/31/2016
Faculty Annual Seminar 05/30/2017
05/17/16 Paul Viren Presents - SEPC Planning for the 99% 05/31/2016
5/17/16 Panel Discussion: Practical Planning Tips for Clients Facing the End of Life 05/31/2016
Doug Lawrence Planning for the $10MM-$2MM Estate 12/26/2013
5/17/16 Panel Discussion: Practical Planning Tips for Clients Facing the End of Life 05/31/2016

Years Past Dinner Meetings 2016-2017

File Name Date Added
1/10/17 Dinner Meeting Annoucement 05/30/2017
11/01/16 PowerPoint Notes by Justin Miller 05/30/2017
11/1/16 Income Tax Considerations for Trusts: Hot Topics 05/30/2017
09/13/16 Dinner Meeting 05/30/2017
Hemmingson Center Map & Directions 08/12/2016
05/23/17 Annual Seminar Agenda 05/30/2017
2017 Economic Outlook 05/30/2017
01/10/17 Updates of Trusts PowerPoint 05/30/2017

Years Past Meetings

File Name Date Added
Nov 2011 - David Green Outline 12/26/2013
Marc McCall - Overview of DB Plans 08/12/2016
March 2013 - Case Study #1 09/03/2014
Nov 2011 - Buddy Sliva Outline 12/26/2013
Marc McCall - Cash Balance Plan Summary 08/12/2016
March 2013 - Sharon Morgan, Speaker Outline 09/03/2014
Nov 2011 - Buddy Sliva Entrust Bio 12/26/2013
January 2013 - Stephanie Taylor JD, LL.M 09/03/2014
Social Security Update Presenation Bonus by Greer Gibson Bacon 03.15.16 08/12/2016
Sept 2011 - Mathisen Powerpoint 12/26/2013
November 2012 - Nancy Doughty, Panel Participant 09/03/2014
ABCandDs of Medicare Presentation by Greer Gibson Bacon 03.15.16 08/12/2016
Sept 2011-Trust & Estate Update-Late Breaking News 02/04/2016
November 2012 - Jen Ama, Panel Participant 09/03/2014
03/15/16 The A, B, C and D's of Medicare by Greer Gibson Bacon 08/12/2016
10/11/16 Building Collaborative Relationships with Like-Minded Advisors 11/01/2016
Sept 2011 - Mathisen Outline 12/26/2013
November 2012 - David Wolf, Panel Participant 09/03/2014
11/10/15 - Estate Planning for the Modern Couple 08/12/2016
09/13/16 Presentation Documents - PowerPoint 11/01/2016
Sept 2011 - Kristi Mathisen JD CPA Bio 12/26/2013
March 2014 - Rochelle Haller, Estate Planning of Digital Assets 09/03/2014
November 2012 - Alan Curryer, Panel Participant 09/03/2014
1/19/16 - Unmarried Individuals & Estate Planning Issues 08/12/2016
11/1/16 Hemmingson Center Map 12/22/2016
January 2014 - Trent Kiziah, Discretionary Distribution Scenarios 09/03/2014
September 2012 - Frank L. Pape, CFA Presentation 09/03/2014
March 2013 - Schwab Conversations Starters 09/03/2014
09/13/16 SEPC September Meeting Documents 11/01/2016
January 2014 - Practical Issues in Trust Administration, Trent Kiziah 09/03/2014
September 2012 - Frank Pape, Bio
PapeF.doc (63K)
09/03/2014
November 2013 - HCR Exchange Health Insurance Subsidies 09/03/2014
March 2013 Case Study #3 12/26/2013
November 2013 - Benefits 101 - Health Care Reform 09/03/2014
March 2012 - Isenhour Speaker Outline 09/03/2014
March 2013: Case Study #2 12/26/2013
November 2013 - Shawn Sicilia Bio 09/03/2014
Jan 2012 - Jim Black Outline 12/26/2013
Dax Stadjuhar, Navigating Generational Differences 08/21/2015
March 2013 - Fundamental Rules for Professional Conduct 09/03/2014
November 2013 - Joe Roberts Bio 09/03/2014
The Future for Estate Planners 12/26/2013
Tom M. Culbertson, Washington QTIP Trusts 08/21/2015
March 2013 - Model Standards of Practice for Charitiable Gift P 09/03/2014
September 2013 - Wendy Goffe, After Windsor 09/03/2014
Jan 2012 - Jim Black JD Bio 12/26/2013
Marc McCall, Innovative Plan Designs 08/21/2015
March 2013 - Code of Professional Responsibility 09/03/2014
Gair Petrie WSBA Lecture 08/11/2017
Nov 2011 - Speaker Contact Information 12/26/2013
Marc McCall - Safe Harbor Feature Summary 08/12/2016
March 2013 - CFP Code of Ethics and Professional Re 09/03/2014
Nov 2011 - Garry Shea Outline 12/26/2013
Marc McCall - Defined Benefit Plan Summary 08/12/2016
March 2013 - AICPA Code of Professional Conduct 09/03/2014