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Combining Life Estate & Charitable Gift Annuity Gifts
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Combining Life Estate & Charitable Gift Annuity Gifts
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“Retirement Asset Planning” Presentation by Mark Prendergast for the Spring 2024 workshop series
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Fall 2023: ASK First Form signed by Mark Prendergast
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2024: ASK First Form signed by Audrey Johnson
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Spring 2024: ASK First Form signed by Barbara Dibble
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“Wills & Trusts” Presentation by Barbara Dibble for the Spring 2024 workshop series
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“The Secrets Your Advisors Never Tell You” Presentation by Lindsey Jacobs for the Spring 2024 workshop series
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2024: Lindsey Jacobs – One page biography
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“Equity & Fixed Income Investing” Presentation by Kurt Beimfohr for the Spring 2024 workshop series
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