Document Library
CategoriesCouncil Documents
Document Name | Date Added |
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President's message 11-8-223 | 2023-06-11 |
2022-07-25 Emeritus Membership Application | 2022-07-25 |
2022 2023 Speaker Series | 2023-06-06 |
2022-07-22 Board of Directors | 2022-09-27 |
Speaker Series 2019-2020 | 2019-12-12 |
President's message 12-8-23 | 2023-06-11 |
2022-07-01 President's Message | 2022-10-24 |
2024-08-20 CLE certificate | 2024-08-25 |
Annual Sponsor Form 2023-2024 | 2023-06-06 |
Board of Directors 2019-2020 | 2019-12-12 |
2024-11-18 Banking Certificate | 2024-11-25 |
Accredited Estate Planner (AEP)
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Annual Outing
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Bylaws
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CFP Certificates
Document Name | Date Added |
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2024-10-07 CFP Certificate | 2024-10-11 |
2024-09-09 CFP Certificate | 2024-09-15 |
2024-11-18 CFP Certificate | 2024-11-25 |
2020-05-18 CFP Certificate | 2020-05-20 |
2024-10-09 CFP Certificate | 2024-10-11 |
CLE Certificates
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Meeting Handouts
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President Messages
Document Name | Date Added |
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President's message 3-14-23 | 2023-06-11 |
President's message 4-17-23 | 2023-06-06 |
President's message 1-20-23 | 2023-06-06 |
President's message 5-19-23 | 2023-06-06 |
President's message 2-3-23 | 2023-06-06 |
President's message 6-6-23
pres message 6-6-23.pdf (82K)
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2023-06-06 |
Season Pass
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Tax Returns
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Video Recordings
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