Document Library

Categories

Council Documents

Document Name Date Added
QCEPC Application for Active Membership 2022-23 PDF
QCEPC Application for Active Membership 2022-23 PDF.pdf (14K)
2022-10-11
QCEPC Application for Associate Membership 2022-23 PDF
QCEPC Application for Associate Membership 2022-23 WORD.pdf (15K)
2022-10-11

2024 Documents

Document Name Date Added
2024 Membership Form Word
2024 Membership Application.docx (12K)
2024-01-16
2024 Membership Application PDF
2024 Membership Application.pdf (76K)
2024-01-17
2024 Fall Invite
QCCF_EstatePlanningInvite2024 (003).pdf (1544K)
2024-09-13

Past: 2017-2018 & Older Local Council Documents

Document Name Date Added
May 2018 Standing Rules
May 2018 Standing Rules.docx (19K)
2019-06-06
QCEPC By-laws
QCEPC By-laws.pdf (79K)
2019-06-05

Past: 2017-2018 & Older Program Speaker Information

Document Name Date Added
05.17.18 Presentation 4 of 4
REVISED Financed Life Insurance with Exit Strategies (1).ppt (585K)
2019-06-05
05.17.18 Presentation 2 of 4
Oshins BDIT - A Powerful New Wealth Planning Strategy for Quad Cities.ppt (1763K)
2019-06-05
01.25.18 Presentation
20180125-Presentation.pptx (1390K)
2019-06-05
03.09.17 Presentation - Changing Trust Situs
Changing Trust Situs - March 9-2017.pptx (301K)
2019-06-05
05.17.18 Presentation 3 of 4
Quad Cities Estate Planning Council - Hybrid DAPT.pptx (4694K)
2019-06-05
05.17.18 Presentation 1 of 4
Due Diligence - Quad Cities Estate Planning Council.pptx (115K)
2019-06-05
11.15.17 Presentation - Special Needs Trusts (Tim Gulbranson)
TBG Special Needs Trusts (11-15-17).pptx (124K)
2019-06-05

Past: 2018-2019 Local Council Documents

Document Name Date Added
5.16.19 Annual Meeting PROXY (5-3-19)
PROXY.pdf (6K)
2019-05-04
QCEPC Bylaws (Amended May 2019)
QCEPC Bylaws (Amended May 2019).pdf (82K)
2019-09-05
May 2019 Standing Rules
May 2019 Standing Rules.pdf (268K)
2019-06-06
5.16.19 Annual Meeting Program Agenda (5-3-19)
5.16.19 Annual Meeting Program Agenda (5-3-19).pdf (146K)
2019-05-04

Past: 2018-2019 Program Speaker Information

Document Name Date Added
01.17.19 Critcal Crossover Strategies for Families with Special Needs_January 2...
Critcal Crossover Strategies for Families with Special Needs_January 2....pdf (3647K)
2019-03-22
03.21.19 Iowa Estate Recovery2012.ppt
Iowa Estate Recovery2012.ppt (146K)
2019-03-22
11.15.18 Presentation from Gordon Fischer
Quad Cities Slides - 11.15.18 Fischer.pdf (2632K)
2018-11-16
03.21.19 Medicaid Estate Recovery--Quad City Estate Planning Council (1)
Medicaid Estate Recovery--Quad City Estate Planning Council (1).ppt (153K)
2019-03-22
03.21.19 Iowa Estate RecoveryOutline
IowaEstateRecoveryOutline718 (1).doc (89K)
2019-03-22