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Archive :
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Outline - IYE - Tax Advantages for Philanthropy - David Moore - Fall 2025
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“The Secrets Your Advisors Never Tell You” Presentation by David Moore for the Fall 2025 workshop series
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Presentation - IYE - Tax Advantages for Philanthropy - David Moore - Fall 2025
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“The Secrets Your Advisors Never Tell You” Presentation by David Moore for the Fall 2025 workshop series
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Outline - IYE - Tax Advantages for Philanthropy - Lindsey Jacobs - Fall 2025
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“The Secrets Your Advisors Rarely Tell You” Presentation by Lindsey Jacobs for the Fall 2025 workshop series
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Outline - IYE - Health Care & Power of Attorney - Ariana Burris - Fall 2025
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“Health Care & Power of Attorney” Presentation by Ariana Burris for the Fall 2025 workshop series
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Outline - IYE - Health Care & Power of Attorney - Fred Muscarella - Fall 2025
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Health Care & Power of Attorney Presentation by Fred Muscarella for the Fall 2025 workshop series
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Ask First Form - Fred Muscarella
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Fall 2025: ASK First Form signed by Fred Muscarella
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Outline - IYE - Health Care & Power of Attorney - Peter McMahon - Fall 2025
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“Health Care & Power of Attorney” Presentation by Peter McMahon for the Fall 2025 workshop series
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Ask First Form - Peter McMahon
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2025: ASK First Form signed by Peter McMahon
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Outline - IYM - Medical Care Planning - Tara Ackley- Fall 2025
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“Medical Care Planning” Presentation by Tara Ackley for the Fall 2025 workshop series
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Outline - IYE - Guide to Wills & Trusts - Amy Fenelli Ciftcikara - Fall 2025
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“Wills & Trusts” Presentation by Amy Fenelli Ciftcikara for the Spring 2025 workshop series
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