Event Name:
Passing the Torch: Creating an Estate Plan that Protects Your Legacy
Event Type(s):
Members Welcomed
Business Education
Member Hosted
Online Event
Business Education
Member Hosted
Online Event
Description:
Hosted By: Affirm Wealth Advisors
Presented By: Mike Gombrich and Garrett Smith, Private Wealth Advisor and Financial Advisor
Q&A With: Matthew Gobbato, Estate Planning/Probate Attorney
Estate planning is more than just a legal process—it’s about ensuring your values, assets, and wishes endure for future generations. In this seminar, you’ll learn how to craft a personalized estate plan that safeguards your legacy, minimizes taxes, and provides peace of mind. Discover strategies for protecting your assets, navigating complex family dynamics, and planning for unexpected events. Leave with the knowledge to build a legacy that reflects your life’s work and secures your family’s future.
To reserve a spot: call us at 623.972.3133 or email us at nicole.dimodica@ampf.com
You must RSVP to receive access credentials for this event or seminar.
Presented By: Mike Gombrich and Garrett Smith, Private Wealth Advisor and Financial Advisor
Q&A With: Matthew Gobbato, Estate Planning/Probate Attorney
Estate planning is more than just a legal process—it’s about ensuring your values, assets, and wishes endure for future generations. In this seminar, you’ll learn how to craft a personalized estate plan that safeguards your legacy, minimizes taxes, and provides peace of mind. Discover strategies for protecting your assets, navigating complex family dynamics, and planning for unexpected events. Leave with the knowledge to build a legacy that reflects your life’s work and secures your family’s future.
To reserve a spot: call us at 623.972.3133 or email us at nicole.dimodica@ampf.com
You must RSVP to receive access credentials for this event or seminar.
Event Date:
6/18/2025
Event Time:
12:30 PM - 1:00 PM
Location:
Setting: Live Virtual
Microsoft Teams
7992 W Thunderbird Road
Suite 110
Peoria, AZ 85381
click here for Google Maps
click here for Mapquest
Microsoft Teams
7992 W Thunderbird Road
Suite 110
Peoria, AZ 85381
click here for Google Maps
click here for Mapquest
Contact Person:
Nicole Di Modica
(phone: 6239723133)
(phone: 6239723133)
Details:
This is an informational seminar. There is no cost or obligation.
Matthew Gobbato is not affiliated with Ameriprise Financial Inc.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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