Document Library

Categories

Council Documents

Document Name Date Added
PROFESSIONAL FIDUCIARIES CODE OF ETHICS 2020-09-03
Dysfunctional Families presentation 2020-09-03
Stop the Spread.pdf 2020-07-06
Stop the Spread Spanish.pdf 2020-07-06
Social Distancing Protocol.pdf 2020-07-06
Notice to Customers 2020-07-06
Notice to Customers Spanish.pdf 2020-07-06
FFCRA Poster.pdf 2020-07-06
FFCRA Poster Spanish.pdf 2020-07-06
UCLA-CEP 2021.pdf 2021-03-01
Estate Planning In Pivotal and Unprecedented Times 2020-06-02
Feb 2021 Presentation 2021-02-04
LASC Probate FAQ #2 5/12/20 2020-05-14
Manu Bank Logo Link 2021-01-25
NAEPC News May 2020 2020-05-01
WHT&EPC; Presentation 0121 2021-01-04
Membership Drive 2019-10-23
Bob King WHT&EPC; Presentation 2021-01-04
Membership Application 2019 - 2020.pdf 2020-09-03
WHTEPC; 2020 Litigation Update.pdf 2020-11-04
Membership Application 2019 - 2020.docx 2020-09-03
WHTEPC Post-Mortem Outline 2019-05-01
Membership Application 2020 - 2021.pdf 2020-09-04

2021

Document Name Date Added
Eye on Congess_Twin Bills_Part II_9.15.21_Ways and Means Update.pdf 2021-10-11
Eye on Washington - SECURE Act MDR.pdf 2021-10-11
Proactive Generational Planning 060921.pdf 2021-06-08
UCLA-CEB 2021.ppt 2021-05-10
Lambda Legal FAQ re Social Security Survivors (not married) 2021-05-07
Lambda Legal FAQ re Social Security Survivor cases+benefits 2021-05-07
2021-05-04 Teen Vogue, Anti-Trans Laws Are Making Trans Youth Feel Unsafe 2021-05-07
2021-01-21 Biden EO re Preventing + Combating SOGI Discrimination 2021-05-07
Membership Application 2020 - 2021.docx 2021-10-11
WHETPC MDR Retirement Planning.pptx 2021-10-11