Hawkins Cloward & Simister

Document Library

File Name Date Added
Premium Financing May 2011 Nat'l Speaker 05/12/2011
Due Diligence in Life Ins. May 2011 Nat'l Speaker 05/12/2011
Map to Magleby's Courtyard Provo 12/10/2010
TRA Update May 2011 Nat'l Speaker 05/12/2011

General Documents

File Name Date Added
2015 Recent Estate Planning Developments Part 2 12/11/2015
2015 Recent Estate Planning Developments Part 1 12/11/2015
Buy Sell slides May 2011 Nat'l Speaker 05/12/2011
Map to Sleepy Ridge Golf Course 01/21/2010
Utah Division of Securities Presentation 11/2012 11/07/2012
Geoff N. Germane May 2012 FLP Exit Strategies 05/02/2012
Bill Heder May 2012, Special Needs Trusts 05/02/2012
Fidelity Charitable May 2012 Gifting with Complex 05/02/2012
Jerry Borrowman Innovative Charitable Gifting Stra 05/02/2012
May Event Slides 4 05/05/2010
Captive Insurance Presentation Slides 01/24/2012
LISI Leimberg Benefits Presentation 01/06/2016
May Event Slides 5 05/05/2010
Initiating Your LISI Membership 01/06/2016
May Event Slides 3 05/05/2010
UVEPC Review of Planning Concepts - Shaun Olsen 12/11/2015
May Event Slides 2 05/05/2010
PEP and Pease Impact 12/11/2015
May Event Slides 1 05/05/2010

Meeting Announcements

File Name Date Added
2015 UVU Business & Economic Forum 04/09/2015
Fall Institute - Salt Lake Estate Planning Council 10/27/2010
2016 UVU Business & Economic Forum Information 03/28/2016
Asset Protection and Integrated Estate Planning 10/03/2011

Presenter Biographies

File Name Date Added
May Event - Robert Alexander BIO 04/13/2010
April - Senator John Valentine BIO 03/31/2010
Elain Witt Speaker Bio 10/20/2015
March - Henry Whiffen BIO 02/23/2010
McKay Johnson Bio 10/05/2015
February - Matt Packard BIO 01/23/2010
November - Scott Soelberg BIO 10/28/2010
November - Shaun Olsen BIO 10/27/2010
Judge Anthony Schofield Bio 10/04/2012
December - Philip Barker BIO 10/25/2010
October - Lee McCullough BIO 09/17/2010
September - William Prater BIO 08/26/2010
John Unice CFP Bio 09/14/2017
June - Neil Staker (Vital Smarts) BIO 05/05/2010
Ross Elliot bio 12/28/2011