Document Library

Document Name Date Added
2019-2020 Board Listing
SWMEPC Board 2019-2020.docx (15K)
2019-08-21
2019-2020 Membership Renewal
2019-2020 SWMEPC Renewal form.doc (31K)
2019-08-21
2018-2019 Board Listing
SWMEPC Board 2018-2019.docx (15K)
2018-10-09
Asset Consolidation Presentation
10.19.16 Asset Consolidation Slides.pdf (762K)
2016-10-17
Dementia and Your Practice Presentation
Dementia & Your Practice Presentation.ppt (889K)
2015-02-12
Professionals Understanding SSA
Professionals Understanding SSA 2014.ppt (5199K)
2014-09-23
Richard Herrold Resume
Richard Herrold Resume.pdf (63K)
2019-10-21
2019-2020 Membership Application
2019-2020 SWMEPC Application form.doc (31K)
2019-08-21
West Michigan Guardianship Brochure
West Michigan Guardianship Brochure.pdf (188K)
2019-04-18
2017-2018 Board Listing
SWMEPC Board 2017-2018.docx (15K)
2017-10-04
Pre and Post Mortem Tax Planning Ideas
Pre and Post Mortem Tax Planning ideas.pdf (212K)
2015-11-11
Healthcare Reform
HC Reform MI Estate Planning Council - Nov 2014.pdf (135K)
2014-11-06
SWMEPC Bylaws - approved 5.6.14
SWMEPC.Bylaws.doc (52K)
2014-05-08