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Category: Finances

Estate Planning & Fiduciary Services

March 20, 2025 Jules

03-20-2025 Attendees: Angela, Emily, Heidi, Julie, Krista, Lisa, Megan, Sandra, Suzanne Woman of Inspiration: Lucy Stone, first Massachusetts woman to…

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Posted in: Finances, San Diego

Plan for Long Term Care After Retirement with Heidi Fifield

February 29, 2024 Jules

Global Gals 02/29/2024 Angela, Andi, Lisa, Linda, Janice, Julie, Heidi, Suzanne, Megan, Krista, Jackie (Krista’s mom) Taxes in San Diego…

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Posted in: Finances, GGG, Healthy Living

GGG – Notes from Tax Accountant Jessica Estrada

September 15, 2019 Jules

Global Gals 08/29/2019 Attendees: Andi, Susan, Orchidea, Heather, Angela, Heidi, Megan, Sharon, Jen, Julie Idea for future gatherings: Battleax hwy…

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Posted in: Finances, GGG Filed under: ggg, global gals gathering, jessica estrada

Family Estate Planning – Global Gals

November 24, 2017 Jules Leave a comment

Sept 13, 2017 Presenter:  Heidi Klippel, Attorney http://heidiklippel.com/ Handouts from Heidi: heidi klippel Attendes: Jennifer, Debbie, Sandra, Jen, Orchidea, Megan, Kirsten,…

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Posted in: Finances, GGG Filed under: global gals, global gals san diego, heidi klippel

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