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Council Documents

Document Name Date Added
2023-09-20 Valuations - Shah CV
NShah CV.pdf (256K)
2023-07-30
Fox_Handout
Fox_Handouts2018.pdf (1448K)
2018-10-04
2021-12-15 Navigating the Current Charitable Planning Landscape- Mlakar Handout AEP.pdf
AEP Designation Council Nomination Program - Southern Arizona EPC -.doc (239K)
2021-12-16
2021-11-17 What the Cool Kids are Doing in Estate Planning - Donaldson Handout.pdf
2021-11-17 What the Cool Kids are Doing in Estate Planning - Donaldson Handout.pdf.pdf (1884K)
2021-12-01
2024-04-16 - Amann CV
CV and Resume - LKA - February 2023.pdf (213K)
2023-07-30
A December Guide to the Trump Tax Act: Where We Stand and New Planning Opportunities
NAEPC - December Guide to Tax Act-1.pdf (442K)
2017-12-04
Bylaws October 2011
Bylaws 2011.pdf (250K)
2020-02-14
2021-12-15 Navigating the Current Charitable Planning Landscape- Mlakar Handout AEP.pdf
AEP Council Nomination Program Invitation with Commitment Form -.pdf (634K)
2021-12-16
Application
Application 2020-21.pdf (128K)
2020-07-24

Meeting Calendar

Document Name Date Added
Meeting Schedule - 2020-2021
Meeting Schedule - 2020-2021.pdf (222K)
2020-09-22

Meeting Handouts

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Virtual Meeting and CE Information

Document Name Date Added
Proctor Group Participation Affidavit - Virtual Meetings
proctor group participation affidavit.pdf (21K)
2020-09-16