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Archive :
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“Income & Estate Tax Update” Presentation by Mark Prendergast for the Fall 2021 workshop series
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“Basics of Estate Planning” Presentation by Jim Roberts for the Fall 2021 workshop series
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“Estate Planning Basics” Presentation by Stephanie Winstead for the Fall 2021 workshop series
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“Basics of Estate Planning” Presentation by Charles K. Mills for the Fall 2021 workshop series
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2021: ASK First Form filled out by Jim Roberts
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There is a fundamental difference between hiring an advisor, and hiring a salesperson.
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“Annuities & Mutual Funds” Presentation by Peter Kote for the Fall 2021 workshop series
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“Annuities & Mutual Funds” Presentation by Travis McShane for the Fall 2021 workshop series
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2021: ASK First Form filled out by Mark Prendergast
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“Tax Update” Presentation by Marty McNamara for the Fall 2021 workshop series
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