About
Our History & Mission
Meet Our Team
Giving Back
Volunteer With Us
20 Years of Excellence
Services
Retirement Income Planning
Social Security Strategy
Tax Planning
Annuities
Investment Management
Financial Planning
Medicare Planning
Estate Planning
Events
Events
Seminars
Webinars
Resources
Blog
Media
Resources
Newsletter
Pre-Appointment
Client Tools
Client Portal
Secure File Transfer
Refer
623-974-0300
Schedule a Meeting
12 events found.
Events Search and Views Navigation
Search
Enter Keyword. Search for Events by Keyword.
Find Events
Event Views Navigation
Summary
List
Month
Day
Photo
Week
Map
Summary
Today
Upcoming
Upcoming
Select date.
Sep 2025
Wed
10
12:00 pm
Planning with Purpose: Tax Strategies and Lunch with the Scottsdale Team
Tue
16
6:30 pm
Tuesday, September 16th at 6:30pm
Wed
17
4:00 pm
Mix and Mingle
Thu
18
6:30 pm
Thursday, September 18th at 6:30pm
Tue
23
12:00 pm
Lunch and Learn: Rising Tax Risk and the One Big Beautiful Bill
6:30 pm
Tuesday, September 23th at 6:30pm
Thu
25
6:30 pm
Thursday, September 25th at 6:30pm
Oct 2025
Wed
1
11:00 am
Lunch and Learn with Chief Market Economist Tom Siomades
6:30 pm
Wednesday, October 1st at 6:30pm
Thu
2
6:30 pm
Thursday, October 2nd at 6:30pm
Wed
22
10:00 am
Coffee Talk: Identity Theft with Cassie Prinke
Nov 2025
Tue
11
11:00 am
Veterans Day Event
Previous
Events
Today
Next
Events
Subscribe to calendar
Google Calendar
iCalendar
Outlook 365
Outlook Live
Export .ics file
Export Outlook .ics file
