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2023: ASK First Form signed by Amy Fenelli Ciftcikara
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“IYE Spring 2023 Overview” Presentation by Don Vivrette for the Spring 2023 workshop series
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“Overview & Tax Update” Presentation by Don Vivrette for the Spring 2023 workshop series
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“The Free DIY Estate Plan” Presentation by Sheila-Marie Finkelstein for the Fall 2022 workshop series
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2023: ASK First Form signed by Sheila-Marie Finkelstein
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2023: ASK First Form signed by Tara Ackley
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2023: ASK First Form signed by Austin Dillion
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“Estate Planning 101” Presentation by Austin Dillon for the Spring 2023 workshop series
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This workbook is designed to be a companion to the It’s Your Money (IYM) series presented by Financial and Estate Literacy. During the IYM 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 planner.
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