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“Charitable Giving” Presentation by Don Vivrette for the Fall 2022 workshop series
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2023: ASK First Form signed by Don Vivrette
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202: ASK First Form filled out by Stephanie Winstead
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“Financial Planning I” Presentation by Laurie Dubchansky for the Spring 2023 workshop series
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2023: ASK First Form signed by Laurie Dubchansky
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2023: ASK First Form filled out by Marty McNamara
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“Overview & Tax Changes” Presentation by Marty McNamara for the Spring 2023 workshop series
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Resource list to find ethical and competent professionals.
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“Estate Administration” Presentation by Richard Huntington & Pete Kote for the fall 2022 workshop series
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“ Estate Administration” Presentation by Lee Naujock for the Fall 2022 workshop series
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