Document Library

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Copy of Speaker Presentations

Document Name Date Added
Paul Casperson Presentation - May 8, 2024 -- AI and the Estate Planning Professional
New Hampshire AI Presentation -Casperson.pdf (20851K)
2024-06-12
Todd Weaver - Buying College - Sept. 13, 2023
Todd Weaver NH Estate Planning - SFC Manchester NH Sept 2023.pdf (1417K)
2023-09-14
Susan Turnbull's Planning Tools for Estate Planners
Susan Turnbull's Planning Tools for Estate Planners.pdf (358K)
2023-03-23
How to Attract & Retain Top Female Earners
NH Estate Planning Counsel_11092022_HANDOUT .pdf (2018K)
2022-11-14
Proposed RMD Regulations Outline #3 (Natalie Choate)
Proposed RMD Regs Outline #3.pdf (440K)
2022-05-12
EQ for Financial Planners - Kira Copperman
EQ for Financial Planners Handout.pptx (2090K)
2023-05-15
The Neglected Step in Planning (Susan Turnbull)
The Neglected Step in Planning, Susan Turnbull, Personal Legacy Advisors.pdf (3162K)
2023-03-23
Trust Outline Proposed Regulations (Natalie Choate)
Trust Outline Proposed Regulations.pdf (139K)
2022-05-12

NH Council Forms and Documents

Document Name Date Added
2024-2025 Sponsorship Application
2024-2025 Sponsorship information and form.pdf (108K)
2024-10-14
Membership Application 2024-2025
APPLICAT- 2024-2025.pdf (530K)
2024-06-04
Council Bylaws (As adopted May 14, 2014)
Council Bylaws (as adopted May 2014).pdf (67K)
2014-05-15