“Investment World” Presentation by Samantha Heflin & Easton Price for the Fall 2023 workshop series
2023: ASK First Form signed by Easton Price
2023: ASK First Form signed by Samantha Heflin
“Health Care & Power of Attorney” Presentation by Steve Giammichele for the Fall 2023 workshop series
“Investment World” Presentation by Delia Fernandez for the Fall 2023 workshop series
2023: Sheila-Marie Finkelstein – four-page biography
“Health Care & Power of Attorney” Presentation by Sheila-Marie Finkelstein for the Fall 2023 workshop series
2023: ASK First Form signed by James Leese
“Wills & Trusts” Presentation by James Leese for the Fall 2023 workshop series
“Financial Planning I” Presentation by Marty McNamara for the Fall 2023 workshop series
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