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Estate Planning Tools and Techniques


Name Email Purchase Date Certificate Date Actions Access
Todd McClurkan tmcclurkan@yahoo.com 12/26/2022 12/29/2022
David Elliott dave.elliott@elliottbusinesspartners.com 12/26/2022 12/26/2022
ALEXANDRA KEOGH alexkeys1983@gmail.com 12/23/2022 12/26/2022
Jackie Gaines Jackielgaines@aol.com 12/18/2022
Terry Sager tntsager@gmail.com 12/15/2022 2/20/2023
Robert Hackett bob.hackett@westonsolutions.com 11/28/2022
David Okrent dave@okrentlaw.com 11/18/2022 12/29/2022
Ruthann Goller bartenz@juno.com 10/18/2022 12/27/2022
Mary Larsen mlarsen643@gmail.com 6/28/2022
Lisa Wandrey lawandrey@comcast.net 6/19/2022 6/19/2022
Hemant Bohra hbohra@yahoo.com 6/9/2022 6/9/2022
Bill Vuylsteke bill.vuylsteke@providentfm.com 5/24/2022 6/27/2022**
MARK COLLER COLLERCPA@AOL.COM 5/12/2022 10/9/2022
Sandra Anderson sk.anderson@verizon.net 2/20/2022 2/20/2022
Patsy Berry pberry@cpeincmail.com 1/25/2022 1/25/2022