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Archive :
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Ask First Form - Laurie Dubchansky
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2024: ASK First Form signed by Laurie Dubchansky
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Outline - IYM - Financial Planning I - Laurie Dubchansky - Spring 2024
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“Financial Planning I” Presentation by Laurie Dubchansky for the Spring 2024 workshop series
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Outline - IYE Week 2 - Estate Planning Basics - Brian Mandel - Spring 2024
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“Estate Planning Basics” Presentation by Brian Mandel for the Spring 2024 workshop series
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Ask First Form - Brian Mandel
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2024: ASK First Form signed by Brian Mandel
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Outline - IYM - Overview & Tax Changes - Delia Fernandez- Spring 2024
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“Overview & Tax Changes” Presentation by Delia Fernandez for the Spring 2024 workshop series
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Ask First Form - Delia Fernandez
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2024: ASK First Form signed by Delia Fernandez
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Workbook : It's Your Estate
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This Workbook is designed to be a companion to the It’s Your Estate (IYE) series presented by Financial and Estate Literacy. During the IYE sessions, we will refer to this workbook and we encourage you to put as much information into the workbook as practical to assist you in working with your attorney.
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Outline - IYE - Wills & Trusts - Alex Varela - Fall 2023
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“Wills & Trusts” Presentation by Alex Varela for the Fall 2023 workshop series
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Brochure - Get to know Chapman University
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“Get to know Chapman University” Brochure 2023
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