Member Meeting Presentations 

May 23rd, 2018

Integrating Home Equity

Presenter: Ryan Ponsford


April 25th, 2018

Planning After the Tax Cut & Jobs Act

Presenters: Kevin Findley & Chris Hamilton

4.25.18 Planning After the Tax Cut and Jobs Act

April 26, 2017

IRA Beneficiary Designations of Trusts

Presenters: Kevin Findley & Vinny Oddo

EPCOB IRA Beneficiary Designations of Trusts2