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“Tax Advantages for Philanthropy” Presentation by David Moore for the Fall 2026 workshop series
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2026: David Moore – One page biography
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“Today’s Investment World” Presentation by Paul Horn for the Fall 2025 workshop series
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2026: ASK First Form signed by Paul Horn
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“Today’s Investment World” Presentation by Michael Allbee & Henry Van Buskirk for the Fall 2026 workshop series
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“Smart Financial Planning I” Presentation by Henry Van Buskirk for the Fall 2026 workshop series
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Fall 2026: ASK First Form signed by Henry Van Buskirk
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“Wills & Trusts” Presentation by Jennifer Lefton for the Fall 2026 workshop series
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“Today’s Investment World” Presentation by Thomas Anderson for the Fall 2026 workshop series
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