Document Library

Document Name Date Added
February 2023 Focus Group Handouts
SECURE 2.0-one-page-overview.pdf (77K)
2023-02-13
December General Meeting handouts
Dec 8th Handouts 3 to sheet.pdf (1068K)
2022-11-28
November 2022 Meeting Handouts 2
Uniform Trust Code.pdf (65K)
2022-11-10
September 2022 General Meeting Handouts
McDonnell - The Cost of Cognitive Impairment.pdf (1867K)
2022-08-18
March 2023 Presentation
Cox March General Presentation.pdf (992K)
2023-03-09
March 2023 Presentation
Cox March General Presentation.pptx (2000K)
2023-03-09
February 2023 Focus Group Handout #2
SECURE 2.0-act-provisions.pdf (146K)
2023-02-13
January 2023 Handouts
Estate Planning Updates - Current Developments - covers 2022 - South Bay Estate Planning Counsel.pdf (278K)
2023-01-12
November 2022 Meeting Handouts 3
Table of Trustee duties.pdf (107K)
2022-11-10
November 2022 Meeting Handouts
The Tumultuous Terrain of the Trustee Presentation Outline - SBEPC.pdf (422K)
2022-11-09
Membership Application
sbepc-application-v9162020.pdf (11814K)
2022-02-10
March 2023 Handout
Ethics and the Elderly.docx (58K)
2023-03-09
March 2023 Focus Group Handout
A Snarl of Conflicting Presumptions Brace v. Wall.pdf (3005K)
2023-02-14