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Estate Planning Tools and Techniques


Name Email Purchase Date Certificate Date Actions Access
Charles Earney cle@earney.com 9/4/2024 10/5/2024
Lawrence Noe larry.noe@moorecap.com 7/30/2024 7/31/2024
Casey Molfetta cmolfetta@llpaint.com 7/17/2024 12/4/2024
Bruce Thompson bruce.thompson@sikich.com 7/9/2024 7/10/2024
Danny Boon dboon@boonlawfirm.com 7/7/2024 7/7/2024
Catherine Rotondo crotondo@balancepointcapital.com 6/30/2024 6/30/2024
Laura Woodward lwoody26@yahoo.com 6/24/2024 6/24/2024
Jeffrey Ammon jammon1033@charter.net 5/14/2024 5/22/2024
Shanthi Krishnakumar shanthi.krishnakumar@eisneramper.com 5/10/2024 12/2/2024
Matthew McNear matthew.mcnear@outlook.com 5/8/2024
Alex Lee alex_lee616@yahoo.com 2/29/2024 4/30/2024
Mark Pellegrino mnp175@outlook.com 1/25/2024 1/29/2024
Veronica McLeod zeeta_82@hotmail.com 12/30/2023 12/31/2023
Ryan Hill Ryanhill997@gmail.com 12/29/2023 12/29/2023
Chris Barretta barretta9392@yahoo.com 12/22/2023 12/29/2023
GERALD A HAHNE jerry.hahne@gmail.com 12/15/2023 12/16/2023
Michael Siroka msiroka@gmail.com 12/9/2023 12/10/2023
Al Dalton al.dalton4887@gmail.com 12/8/2023 12/23/2023
Matthew Ross mross@sarcpa.com 11/7/2023 11/9/2023
Christian Caccavo christian.caccavo@gmail.com 10/15/2023 11/11/2023
Nancy Kimsey nkimsey@fendrickmorganlaw.com 10/11/2023 10/16/2023**
David Schureman davidbeth@centurylink.net 10/11/2023
Ron Prast ron@ronprast.com 9/5/2023 11/14/2023
Courtney Hampton champton@diamond-a.com 8/26/2023 9/8/2023
Hillel Caplan hcaplan@deloitte.com 8/1/2023 8/3/2023**
Patsy Berry pberry@cpeincmail.com 6/29/2023 6/29/2023