Retain Your Brain Date: Tuesday, June 4, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Brian Briggs, Managing Director - Applied Insights at Hartford Funds Hosted By: Jamie Frisone CFP®, CRPC®, CHFC®, AWMA® Regional Vice President with Ameriprise Financial How to age-proof your most valuable asset
Estate Planning Dinner Event Date: Thursday, April 11, 2024 Time: 6:00 PM - 8:00 PM MST Location: Val Vista Lakes Clubhouse, 1600 E Lakeside Dr, Gilbert, AZ 85234 Presented By: Jeffrey R. Brooks, JD , Senior Wealth Strategist with the Specialist Consulting Group - Janus Henderson Investors Hosted By: Gilbert Financial Advisors “King Lear, ‘Tony Soprano,’ and the Lessons of Successful Wealth Transfer”