“Financial Planning II” Presentation by Mark Prendergast & Samantha Heflin for the Fall 2023 workshop series
2023: David Moore – One page biography
“Charitable Opportunities” Presentation by David Moore for the Fall 2023 workshop series
2023: Denise Ogawa – One page biography
“Wills & Trusts” Presentation by Leslie Daff for the Fall 2023 workshop series
“Charitable Opportunities” Presentation by Denise Ogawa for the Fall 2023 workshop series
“Financial Planning II” Presentation by Carl Lachman for the Fall 2023 workshop series
2023: ASK First Form signed by Leslie Daff
“Investment World” Presentation by John Prichard for the Fall 2023 workshop series
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