Document Library

Categories

Copy of Speaker Presentations

Document Name Date Added
How to Attract & Retain Top Female Earners 2022-11-14
Proposed RMD Regulations Outline #3 (Natalie Choate) 2022-05-12
EQ for Financial Planners - Kira Copperman 2023-05-15
The Neglected Step in Planning (Susan Turnbull) 2023-03-23
Trust Outline Proposed Regulations (Natalie Choate) 2022-05-12
Paul Casperson Presentation - May 8, 2024 -- AI and the Estate Planning Professional 2024-06-12
Todd Weaver - Buying College - Sept. 13, 2023 2023-09-14
Susan Turnbull's Planning Tools for Estate Planners 2023-03-23

NH Council Forms and Documents

Document Name Date Added
Membership Application 2024-2025 2024-06-04
Council Bylaws (As adopted May 14, 2014) 2014-05-15