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Outline - IYE - Health Care & Power of Attorney - Steve Giammichele - Fall 2023
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“Health Care & Power of Attorney” Presentation by Steve Giammichele for the Fall 2023 workshop series
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Outline - IYM - Investment World - Delia Fernandez - Fall 2023
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“Investment World” Presentation by Delia Fernandez for the Fall 2023 workshop series
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Biography: Sheila-Marie Finkelstein
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2023: Sheila-Marie Finkelstein – four-page biography
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Outline - IYE - Health Care & Power of Attorney - Sheila-Marie Finkelstein - Fall 2023
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“Health Care & Power of Attorney” Presentation by Sheila-Marie Finkelstein for the Fall 2023 workshop series
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Ask First Form - James Leese
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2023: ASK First Form signed by James Leese
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Outline - IYE - Wills & Trusts - James Leese - Fall 2023
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“Wills & Trusts” Presentation by James Leese for the Fall 2023 workshop series
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Outline - IYM - Financial Planning I - Marty McNamara - Fall 2023
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“Financial Planning I” Presentation by Marty McNamara for the Fall 2023 workshop series
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Ask First Form - Susan Niedwick
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2023: ASK First Form signed by Susan Niedwick
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Outline - IYM - Financial Planning I - Annette Di Bello - Fall 2023
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“Financial Planning I” Presentation by Annette Di Bello for the Fall 2023 workshop series
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Ask First Form - Annette Di Bello
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2023: ASK First Form signed by Annette Di Bello
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