Document Library
CategoriesCouncil Documents
| Document Name | Date Added |
|---|---|
|
Dennis Kleinfeld Bio
DennisKleinfeld.bio.docx (21K)
|
2021-01-16 |
| 2022-2023 PBCEPC Membership Application | 2022-07-19 |
| 2020-2021 PBCEPC Membership Renewal Form | 2020-07-02 |
|
Grier Pressly Bio
Grier.Bio.docx (15K)
|
2020-12-15 |
| 2020-2021 Sponsorship Form | 2020-06-29 |
| Stuart A. Smith Bio | 2020-10-26 |
| Remote Online Notarization Outline.January 21, 2020.TravisHayes | 2020-01-20 |
|
Ed Morrow Bio
Ed Morrow bio.pdf (93K)
|
2020-10-01 |
| October 19th Speaker Meeting - Preparing Clients for Legislative Updates | 2021-11-04 |
| October 20, 2020 Outline.Hodges | 2020-09-17 |
| 2021-2022 Sponsorship Form | 2021-07-08 |
|
Mark Parthemer Bio
Parthemer_full bio_2019.pdf (117K)
|
2020-08-16 |
| 2021-2022 Membership Renewal Form | 2021-07-07 |
| 2024-2025 PBCEPC Membership Application | 2024-07-01 |
| Vino Vargas Aha Albarino | 2020-08-04 |
| Robert Berdanier Bio | 2021-04-16 |
| 2023 - 2024 PBCEPC Membership Application | 2023-07-05 |
|
Chris Kern Bio
Chris Kern bio..docx (13K)
|
2020-08-04 |
| Place of Hope Gift Ideas | 2017-11-08 |
| Chris Kern Bio | 2020-08-04 |
|
Paul Lee's Bio
Paul S Lee.Bio.docx (21K)
|
2020-12-21 |
| 2022-2023 PBCEPC Sponsorship Form | 2022-07-19 |
| 2020-2021 PBCEPC Membership Application | 2021-06-21 |
|
Brian Yacker Bio
Brian Yacker.BIO.pdf (117K)
|
2020-11-26 |
|
Abigail Earthman Bio
Abigail Earthman.bio.pdf (35K)
|
2020-10-04 |
| November 4th Roundtable Discussion - Life Insurance in Rising Tax Environments | 2021-11-04 |
|
E-Wills Outline.January 21, 2020.TravisHayes
E-Wills Outline.pdf (200K)
|
2020-01-20 |
| Alvina Lo's Bio | 2020-10-01 |
| October 7th Roundtable Discussion - Politics, Policy & Legislation | 2021-11-04 |
| Charles E. Hodges Bio | 2020-09-16 |
| 2021-2022 PBCEPC Membership Application | 2021-07-07 |
| Vino Vargas Tres Bien | 2020-08-04 |
| June 3, 2021 Speaker Bios | 2021-05-19 |
|
Pedro Vargas
pedro.winemaker.photo.JPG (2361K)
|
2020-08-04 |
| Place of Hope Information | 2017-11-08 |
| Robert Berdanier Bio | 2021-04-16 |
| 2023 - 2024 PBCEPC Sponsorship Form | 2023-07-05 |
| WIne maker Pedro Vargas | 2020-08-04 |
Council Bylaws
| Document Name | Date Added |
|---|---|
| 2012 Bylaws Revised | 2013-04-19 |
Estate Planning Supplement
| Document Name | Date Added |
|---|---|
|
2016 Estate Planning Supplement
PBDN Estate Planner 011016.pdf (6737K)
|
2016-01-26 |
| 2015 Estate Planning Supplement | 2015-02-02 |
| 2022 Estate Planning Supplement | 2022-01-19 |
| 2014 Estate Planning Supplement | 2014-03-04 |
| 2020 Estate Planning Supplement | 2020-01-06 |
|
2019 Estate Planning Supplement
Estate Planning 2019.pdf (6993K)
|
2019-01-08 |
| 2018 Estate Planning Supplement | 2018-01-08 |
|
2022-23 Estate Planning Supplement
2023 Estate Planning Supplement.pdf (14986K)
|
2023-01-24 |
|
2021 Estate Planning Supplement
2021-22 Supplement.pdf (6420K)
|
2022-03-28 |
|
2013 Estate Planning Supplement
2013 Supplement smaller.pdf (23044K)
|
2013-06-07 |
| 2017 Estate Planning Supplement | 2018-09-27 |
| 2023-2024 Estate Planning Supplement | 2024-05-30 |
Palm Beach Post Ad
| Document Name | Date Added |
|---|---|
|
2017 Palm Beach Post Tombstone Ad
PBPOSTAnnualAd.pdf (235K)
|
2017-03-27 |
|
2022 Palm Beach Post Ad
2022 Palm Beach Post Ad.pdf (142K)
|
2022-03-28 |
|
2012 Palm Beach Post Tombstone Ad
2012 - PalmBeachPostAd.pdf (161K)
|
2013-04-18 |
| 2021 Palm Beach Post Ad | 2022-03-28 |
| 2016 Palm Beach Post Tombstone Ad | 2016-03-21 |
|
2015 Palm Beach Post Tombstone Ad
HRESTombstoneAd.pdf (286K)
|
2015-03-12 |
| 2020 Palm Beach Post Ad | 2022-03-28 |
| 2014 Palm Beach Post Tombstone Ad | 2014-03-10 |
| 2019 Palm Beach Post Ad | 2019-04-01 |
|
2013 Palm Beach Post Tombstone Ad
2013 PalmBeachPostAd.pdf (319K)
|
2013-04-19 |
| 2018 Palm Beach Post Ad | 2018-03-26 |
Press Releases
| Document Name | Date Added |
|---|---|
|
PBCEPC Receives 5 Star Council Award from NAEPC
5 Star Press Release.doc (57K)
|
2018-08-30 |
