Events

In honor of Women’s History Month, we’re excited to launch our clothing drive benefiting Dress for Success Arizona, an organization dedicated to empowering women to achieve economic mobility by providing a network of support, professional attire, and the development tools needed to help individuals thrive in work and in life. If it’s something you’d feel confident wearing to an interview, Dress for Success Arizona will gladly put it to great use. All items should be clean and ready to wear.

Collection Begins: March 2

Collection Ends: March 31

Accepted Items Include:

Suits · Skirts· Blouses · Pants · Shoes · Jewelry · Unopened Makeup · Handbags

Donations are accepted during business hours.

We’re excited to announce our March community drive benefiting the Angel Heart Pajama Project, an organization dedicated to providing new pajamas, books, and comfort items to children in Southern Arizona who are abandoned, abused, entering foster care, or living in homeless shelters.

Collection Begins: March 2

Collection Ends: March 31

Pajamas Needed:

• A complete set (top & bottom) or a nightgown
• Flame‑retardant
• Sizes from 0 months through children’s XXL
• Especially needed: sizes for older children, which are donated less frequently

Donations are accepted during business hours.

Geopolitical events can have far‑reaching effects on the economy and financial markets. Join us for this special Quarterly Market Outlook as we examine the developing war in Iran and discuss how it may impact global markets, inflation, energy prices, and the broader economic outlook. In this 45-minute session, we’ll break down what’s happening, why it matters for investors, and key considerations for navigating uncertainty with clarity and confidence. Know someone who may find this perspective valuable? Please feel free to share this invitation with friends or colleagues who would benefit from timely market insight.

Q&A with Alan Alpers, Investment Operations Director

We’re hosting an educational evening at the Fox Tucson Theatre on Wednesday, April 29 at 5 p.m., and we’d love for you to join us. The event will explore key strategies for navigating financial uncertainty, featuring insights from our presenter and a panel of experienced professionals.

To start the evening, we’ll be hosting a happy hour with complimentary appetizers and drinks, followed by a focused presentation.

The program includes:

• Presenter: Steve Harnden, CFP®, CPA – Private Wealth Advisor, Affirm Wealth Advisors
• Panelists:
  - Garrett Smith, CFP®, BFA™, APMA®, CEP® – Financial Advisor, Affirm Wealth Advisors
  - Tyler Houghton, CPA – Shafer & Danker, CPAs PC
  - James Riley – Estate Planning Attorney, Fletcher Struse Wagner & Derksen PLC

Selling or passing on a business is one of the most important financial decisions a business owner will ever make. This seminar is designed to help you understand the key steps involved in preparing for a successful transition. You’ll learn how to increase the value of your business, avoid common pitfalls, and explore options for sale, succession, or legacy planning. Whether you're planning to exit soon or just starting to think about the future, this session will help give you the clarity and confidence to move forward with purpose.

Preparing Your Business for Sale or Succession from a Financial Planning Perspective

Presented by: Matt MacLean, Private Wealth Advisor, Affirm Wealth Advisors

Preparing Your Business for Sale or Succession from a Tax Planning Perspective

Presented by: Adam Cary, CPA, CEPA®, Cary Millar, PC

Join us for a fast-paced, eye-opening seminar that reveals the real reasons behind your financial decisions—beyond the numbers. Learn how emotions, habits, and biases shape your money mindset and discover practical strategies to: avoid common financial pitfalls, build lasting, healthy habits and align spending with your goals. Whether you’re starting out or leveling up, this session gives you tools to take control of your money and your future.

Retirement planning isn’t one-size-fits-all. Especially for women. From longer life expectancies to career pauses and the gender pay gap, women face unique financial challenges that require thoughtful, strategic planning. This empowering seminar offers practical, research-backed strategies to help women take control of their financial future with confidence. Join us to learn how to enhance your retirement savings, make informed investment decisions, and build lasting financial security, no matter where you are in your journey.