Document Library

File Name Date Added
Donny Shimamoto Bio 04/03/2019

Copy of Speaker Presentations

File Name Date Added
Outline for Impact Investing for Trusts - Susan Gary 05/10/2018
Impact Investing for Trusts - Susan Gary 05/10/2018
Suzanne Brown Walsh - Slide Deck Digital Assets 09/19/2017
Susan Brown Walsh-Industry Estate Planning Questionnaire 09/12/2017
Susan Brown Walsh-Coinbase Account Access Info 09/12/2017
Susan Brown Walsh-Authorization and Consent for Release of Digital Stored Information 09/12/2017
Susan Brown Walsh-RUFADAA Final Act 2016 09/12/2017
Top Ten Charitable Trends Every Advisor Should Know in 2017 08/21/2016

NH Council Forms and Documents

File Name Date Added
Council Bylaws (As adopted May 14, 2014) 05/15/2014
2018-2019 Membership Application 09/11/2018
2018-2019 Council Sponsorship Application 06/05/2018