“Financial Planning I” Presentation by Laurie Dubchansky for the Spring 2023 workshop series
2023: ASK First Form signed by Laurie Dubchansky
2023: ASK First Form filled out by Marty McNamara
“Overview & Tax Changes” Presentation by Marty McNamara for the Spring 2023 workshop series
Resource list to find ethical and competent professionals.
“Estate Administration” Presentation by Richard Huntington & Pete Kote for the fall 2022 workshop series
“ Estate Administration” Presentation by Lee Naujock for the Fall 2022 workshop series
2022: ASK First Form signed by Lee Naujock
“Equity & Fixed Income Investing” Presentation by Kurt Beimfohr & John Prichard for the Fall 2022 workshop series
2022: ASK First Form signed by Kurt Beimfohr & John Prichard
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