Or select a specific catergory :
Archive :
-
“Overview & Tax Changes” Presentation by Delia Fernandez for the Spring 2024 workshop series
-
-
Spring 2024: ASK First Form signed by Delia Fernandez
-
-
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.
-
-
“Wills & Trusts” Presentation by Alex Varela for the Fall 2023 workshop series
-
-
“Get to know Chapman University” Brochure 2023
-
-
“Financial Planning I” Presentation by Danielle Bronner for the Spring 2024 workshop series
-
-
“Estate Administration” Presentation by Richard Huntington for the Fall 2023 workshop series
-
-
2023: ASK First Form signed by Richard Huntington
-