Back to Courses

On Demand Course Details

Financial Planning: Best Practices


Name Email Purchase Date Certificate Date Actions Access
Lois Mannon LMannon@mannonconsult.com 2/5/2024 7/1/2024
Mark Pellegrino mnp175@outlook.com 1/24/2024 1/24/2024
Kathy Lepiksaar lepikka@msn.com 1/20/2024 1/20/2024
michelle pheffer mlmcaloon@gmail.com 12/30/2023 12/30/2023
Melanie Fuchs melaniefuchs321@gmail.com 12/30/2023 12/30/2023
Neelam Saini Neelamks.cpa@Gmail.com 12/30/2023 12/31/2023
Ryan Cray rcray7@gmail.com 12/29/2023 12/29/2023
Michelle Martin mdmartin711@gmail.com 12/29/2023 12/29/2023
Lisa Barkasy lbarkasy@gmail.com 12/28/2023 12/28/2023
Jessica Viola Jviola8@gmail.com 12/28/2023 12/28/2023
Nancy Scotton scottonnancy@gmail.com 12/27/2023 12/28/2023
Joe Chan jyc28@hotmail.com 12/26/2023 12/26/2023
Nancy Finch nfinch9699@gmail.com 12/24/2023 12/26/2023
wendy Hutchinson wendy@connectinsurance.com 12/24/2023 12/26/2023
Danny Koerth danny@koerthcpa.com 12/23/2023 12/24/2023
Gregory Gagnon ggagnon@pentechealth.com 12/23/2023 12/23/2023
Mary Saylor mary.saylor@choreoadvisors.com 12/21/2023 12/21/2023
Charlotte Moreland char.moreland@gmail.com 12/17/2023 12/30/2023
Stephen McDonnell scmcdonnell@verizon.net 12/16/2023 12/16/2023
Sheri Topham Sbtopham@gmail.com 12/15/2023 1/14/2024
Michael Paquette mspaquette@hotmail.com 12/14/2023 12/24/2023
Joseph Hall avon202@aol.com 12/14/2023 12/26/2023
Joseph Jerkovich jerkovic@optonline.net 12/12/2023 12/23/2023
Farheen Altaf Farheenaltaf@gmail.com 12/11/2023 12/20/2023
Timothy ONeill oneilltim235@gmail.com 12/11/2023 12/20/2023
Al Dalton al.dalton4887@gmail.com 12/8/2023 12/23/2023
Jennifer Piazza jencapazzi@gmail.com 12/1/2023 12/4/2023
James Rossi jdrossi2000@yahoo.com 11/21/2023 12/10/2023
david rouse david.rouse@dassaultfalconjet.com 11/16/2023 11/16/2023
Bonnie Schweiger schweigb@bellsouth.net 11/16/2023 12/9/2023
Steven Nelson snelson@stonehillcap.com 11/10/2023 11/10/2023
Jamie Ennis jwjsennis@gmail.com 10/30/2023 10/31/2023
Scott Chadwick schadwick@pkwycon.com 10/18/2023 11/2/2023
Lori Nichols lrnorders@att.net 10/16/2023 3/25/2024
Michael Riccio MIKE.RICCIO@STERILUMEN.COM 10/16/2023 11/24/2023
mike stemberger mzstem@aol.com 10/9/2023 11/21/2023
Maria Calderon lscalderon.mc@gmail.com 9/15/2023 10/3/2023**
Hannah Langworthy hlangworthy@strohmballweg.com 9/8/2023 8/21/2024
Susan Fish sfishz@comcast.net 9/7/2023 9/15/2023
Sarah Walsh swalsh@redcapinv.com 8/22/2023 8/22/2023
Anne D'Amico adamico@alloysilverstein.com 8/17/2023 12/6/2023
Ryan Gardner rg@glgtx.com 8/2/2023 8/5/2023
Mirah Rangaswami mirahr89@gmail.com 7/31/2023 8/24/2023
Laurie Schauss lschauss@cateseng.com 7/18/2023 10/26/2023
Evelyn Serna emserna@sandia.gov 6/19/2023 6/23/2023
James Webb jwebb@hillsdale.edu 6/15/2023 6/17/2023
Kendrick Willis kpwilliscpa@yahoo.com 6/15/2023 8/28/2023
Kerri-Ann O'Connor kerriann.oconnor@gmail.com 6/11/2023 6/28/2023
Gwendolyn Quest-Lucier GwendolynQuest@gmail.com 5/29/2023 5/31/2023
jierong cheng jchengcpallc@gmail.com 5/22/2023 12/29/2023
Eugenie Diena ediena@fs-cpa.com 5/10/2023 6/5/2023
Andrea Pesta arpesta@yahoo.com 5/9/2023 5/19/2023
PETER PIZZUTIELLO ppizzcpa@aol.com 5/9/2023 4/30/2024
kaitlyn kavanagh kkavanagh@quad1.com 4/28/2023 5/19/2023**
Leigh Schaefers leighschaefers@gmail.com 4/26/2023 5/26/2023
Walter Floyd walter.r.floyd@gmail.com 4/17/2023 5/1/2023
Patricia Berry pberry@cpeincmail.com 3/3/2023 3/3/2023