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West River Estate and Financial Planning Council

WEST RIVER ESTATE AND FINANCIAL PLANNING COUNCIL

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Document Library

Document Name Date Added
2024 WREFPC Presidents Letter
2024 WREFPC Presidents Letter.pdf (173K)
2024-04-04
2023 Welcome - WREFPC President Letter
2023 Welcome - WREFPC President Letter.pdf (128K)
2023-03-31
2022 Membership Registration & Sponsorship Form
2022 WREFPC Membership Registration.pdf (198K)
2022-04-08
2025 WREFPC Program by Date
2025 WREFPC Program by Date.pdf (1046K)
2025-04-11
2024 WREFPC Program
2024 WREFPC Program.pdf (578K)
2024-04-04
2024 WREFPC Presidents Letter.Registration Form.Program
2024 WREFPC Presidents Letter.Registration Form.Program.pdf (1036K)
2024-04-04
2022 WREFPC Brochure
2022 WREFPC Brochure.pdf (427K)
2022-04-08
2022 WREFPC President's Letter
2022 WREFPC President's letter.pdf (128K)
2022-04-08
2024 WREFPC Registration Form
2024 WREFPC Registration Form.pdf (308K)
2024-04-04

FEATURED EVENTS

July 16, 2025

The future of Wealth Management/Estate Planning from the perspective of 36 years in the business.

Jon Dahlstrom

See Event Details

August 20, 2025

The Optimized Gift Trust & Funding Designs: A Turnkey Solution for Pre-2026 Gift

Jonathon Morrison

See Event Details

September 17, 2025

Charitable Giving Strategies for Attorneys and Accountants Enjoy Giving: Unlocking the Power of Philanthropy—for Your Clients and Yourself

Eric Zimmer

See Event Details

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National Association of Estate Planners & Councils

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