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Member Meeting Presentations 

May 23rd, 2018

Integrating Home Equity

Presenter: Ryan Ponsford

https://hudgov.prod.parature.com/link/portal/57345/57355/Article/3293/Can-a-HECM-be-held-in-the-name-of-a-living-trust

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