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Urban Ecology Center Legacy Society LETTER OF INTENTION I/we have provided for the future of the Urban Ecology Center by including a gift in our estate plans. I/we understand that we may modify or

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What is what we do?

We provide financial consulting services.

Who is required to file what we do?

Clients who seek financial advice and expertise.

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Clients can schedule a consultation to discuss their financial needs.

What is the purpose of what we do?

To help clients make informed decisions and achieve their financial goals.

What information must be reported on what we do?

Clients' financial status, goals, and concerns.

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