Date/Time
6/18/2025
12:30 PM - 1:00 PM MT
12:30 PM - 1:00 PM MT
Event Type(s)
Member Event
Event Description
Passing the Torch: Creating an Estate Plan that Protects Your Legacy
Hosted By: Affirm Wealth Advisors, a private wealth advisory practice of Ameriprise Financial, LLCPresented By: Mike Gombrich, Private Wealth Advisors & Garrett Smith, Financial Advisor
Q&A to follow 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 520.459.1652 or visit affirmwealthadvisors.com.
You must RSVP to receive access credentials for this event or seminar
Location
Setting: Live Virtual
Microsoft Teams
Microsoft Teams
Contact Person
Nicole Di Modica
(phone: 520.459.1652)
(phone: 520.459.1652)
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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