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Council Documents

Document Name Date Added
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
2025-02-10 Generic Certificate 2025-02-18
2025-01-28 Business Succession for S Corporation Owners 2025-02-01
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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Banking Certificate

Document Name Date Added
2025-02-10 banking certificate 2025-02-16

Bylaws

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CFP Certificates

Document Name Date Added
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
2025-02-10 CFP certificate 2025-02-16
2024-12-19 CFP Certificate 2025-01-17

CLE Certificates

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Meeting Handouts

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President Messages

Document Name Date Added
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 2023-06-06

Season Pass

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Tax Returns

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Video Recordings

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