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Estate Planning: An Overview


Name Email Purchase Date Certificate Date Actions Access
Patsy Berry pberry@cpeincmail.com 10/3/2017
Donald Donoghue ddonoghue1@comcast.net 9/16/2017 9/24/2017
Jerome Kern jdkern@utexas.edu 9/14/2017 12/25/2017
Kristin Smith knksmith@hotmail.com 9/8/2017 9/22/2017
William Newman whnew1@aol.com 8/30/2017
Bryan Bielawski bbielawski@tswealth.com 8/25/2017 12/27/2017
Dan Michel dan@rmwealthllc.com 8/15/2017 8/15/2017
Gina Sylvester gsylvester@fona.com 8/9/2017
David Sweeney david.sweeney@corvias.com 5/18/2017
Elizabeth Szabo ElizabethSzabo@aol.com 5/2/2017 4/28/2018
James Yarbrough jdyarbrough@gmail.com 3/24/2017 4/2/2017
Kelli Rothman kellijo20@hotmail.com 1/23/2017 1/23/2017
Farrah Wood farwoo@pyrotek-inc.com 1/22/2017 1/29/2017
Jesse MCGRATH Jjmcgrath1@yahoo.com 1/17/2017
Linda Klinker lwklinker@verizon.net 1/7/2017
Joanie Zeng Jzeng@blueridgelp.com 12/22/2016 12/23/2016
Carol Frascella cfrasc@optonline.net 10/13/2016 10/14/2016
Margaret Douglas cathydouglas9@gmail.com 9/24/2016
Lenny Brafman lbrafman@iefo.com 9/2/2016
Scott Carroll scarro@chgsd.com 9/1/2016 9/12/2016
kadir sunardio ksunardio@orba.com 8/12/2016 6/28/2017
William Steinhauer wjsteinhauer@gmail.com 8/11/2016 8/21/2016
Patsy Berry joesagg@att.net 7/8/2016
Kathleen Donnelly kathydonnelly525@gmail.com 6/20/2016
Patsy Berry jsaggiomo@cpeincmail.com 5/12/2016
Patsy Berry pberry@cpeincmail.com 4/26/2016 4/26/2016
Patricia Berry pberry@cpeincmail.com 4/25/2016 4/25/2016