Document Library

Categories

Council Documents

Document Name Date Added
2019 - 2020 Directory
-WCETPC2019-2020.docx (974K)
2020-02-12

Membership Forms

Document Name Date Added
Sponsor 2016-2017
Sponsor 2016-2017.pdf (123K)
2016-08-28
2018-2019 Renewal
Renewal Invoice+2018-2019.pdf (301K)
2018-06-12

Past Events

Document Name Date Added
Cara Howe Santoro, Esq.
cara-howe-santoro.pdf (141K)
2019-08-25
Tony Wimperisi, CPA - Business Valuation
Tony Wimperisi_business valuation.pdf (412K)
2023-11-15
David T. Liebell
David's 2011 bio color photo.pdf (302K)
2014-02-23
David W. Thal, Esq.
david-w-thal.pdf (176K)
2019-08-25
Tony Wimperisi, CPA
Tony Wimperisi_2023.pdf (8887K)
2023-11-10
Canon Teleconference
Cannon Teleconference Series April Bethel (1).pdf (181K)
2020-05-10
Timothy Klimpl, Esq.
Secure.act.2.0.pdf (1099K)
2023-09-27
Julie Daniel Biography
Julie Daniel Biography.pdf (13K)
2020-05-10
EP for Modern Families Outline
EP for Modern Families Outline (Kamin Goffe 2021).pdf (922K)
2022-02-11
Estate Planning Consider Proposed Law Changes Oct 18 2021.pptx (171KB)
Estate Planning Consider Proposed Law Changes Oct 18 2021.pptx (170K)
2021-10-20
Digital Assets
Suzanne Brown Walsh Biography (2015).pdf (149K)
2016-08-28
40 - House Estate Tax Proposal Sept 16 2021
40 - House Estate Tax Proposal Sept 16 2021 (1).pdf (223K)
2021-10-20
C. Ian Mclachlan
C-IanMcLachlan.pdf (1088K)
2016-08-28
Trust and Fiduciary Services from Bank of America
Trust and Fiduciary Services from Bank of America.pdf (556K)
2021-01-20
Fiduciaries and Firearms - Outline
Fiduciaries and Firearms.pdf (208K)
2016-08-28
March 12, 2013 Dinner Meeting
Stephanie DeBartolomeo.pdf (8K)
2014-02-23
Stefania L. Bartlett, Esq.
stefania-l-bartlett.pdf (178K)
2019-08-25
Ben Maini, CPA - Exit Planning from your business
Ben Maini_exit.planning.from.your.business.pdf (2834K)
2023-11-15
Daniel L. Daniels
Daniel L. Daniels Biography.pdf (1719K)
2014-02-23
Ben Maini, CPA
Ben Maini_2023.pdf (17040K)
2023-11-10
Margot Navins
image.png (327K)
2020-05-10
Michael T. Clear, Esq.
Michael Clear.pdf (85K)
2022-05-06
Daniel G. Johnson
Daniel G. Johnson bio.pdf (7K)
2019-08-25
EP for Modern Families
EP for Modern Families PPT (Kamin Goffe 2021) (3).pdf (1935K)
2022-02-11
Estate Planning for Digital Assets
Western CT ETP Council Slides-Copy.pdf (799K)
2016-08-28
Recission Article LISI Sep 27 2021.pdf (303KB)
Recission Article LISI Sep 27 2021.pdf (302K)
2021-10-20
Nick Perna-Economic Review
Economic Review.pdf (368K)
2016-08-28
Secure Act and Post Election Estate Planning
Post GA Election Planning PowerPoint Jan 10 2021 Western CT EPC.pptx (574K)
2021-01-21
Breakfast Meeting - May 20
Jeffrey Cooper, Esq.png (383K)
2016-08-28
Estate Planning Services in a Low Interest Rate Enviornment
Estate Planning Services in a Low Interest Rate Enviornment.pdf (785K)
2021-01-20
The Affordable Care Act - What You Need to Know
The Affordable Care Act - what you need to know.pdf (15K)
2014-02-23