Events

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.

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.

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.

Join us for a fast-paced, informative session where we break down the latest market trends, economic developments, and what they could mean for your financial strategy. In just 30 minutes, you’ll gain timely insights into key drivers shaping the investment landscape—plus practical takeaways to help you stay informed and confident in your decisions.

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 practical, interactive session designed for individuals and families who want to take control of their financial future. Whether you’re approaching retirement or already enjoying it, this webinar will help you uncover common blind spots, avoid costly mistakes, and gain clarity on how financial and estate planning work together.

You’ll hear from both a private wealth advisor and an estate planning attorney, each sharing actionable strategies to help you protect your assets, minimize taxes, coordinate your legacy, and ensure your wishes are carried out.

Join us for a fast-paced, informative session where we break down the latest market trends, economic developments, and what they could mean for your financial strategy. In just 30 minutes, you’ll gain timely insights into key drivers shaping the investment landscape—plus practical takeaways to help you stay informed and confident in your decisions.

Discover why some wealth transfers fail and how thoughtful planning and open communication can make all the difference. This seminar will help you identify common pitfalls, create a solid plan, and engage your family in meaningful conversations about your legacy.

We are hosting a holiday gift drive benefiting Aviva Children's Services in both our Tucson and Sierra Vista locations! The gifts collected will be provided to low income and foster children ranging from infancy through 17 years old.

Drop-Off Locations:

Tucson:
2484 E River Road
Tucson, AZ 85718

Sierra Vista:
400 W Fry Blvd
Suite 7
Sierra Vista, AZ 85635

Collection Begins: November 3

Collection Ends: December 1

WE WILL BE COLLECTING THE FOLLOWING ITEMS:

For Littles:

Books · Block Sets· Toys with Mirrors · Teething Toys · Musical Toys · Development/Motor Skills Toys

For Teens:

Makeup · Hair Tools/Accessories· Body Spray/Lotions · Personal Care Gift Sets · Nail Polish/Manicure Sets · Room Decor· Bedding Sets · Clothes/Shoes · Remote Control Toys · Purses/Wallets · Jewelry · Sunglasses · Headphones · Bluetooth Speakers · Teens Books/Box Sets · Art Supplies · Board Games · Sports Balls

Donations are accepted during business hours.

We are hosting a holiday gift drive benefiting Hope Community Services. The gifts collected will be provided to low income and foster children ranging from infancy through 17 years old, with most of the kids falling within the 4-15 range.

Collection Begins: November 3

Collection Ends: December 1

WE WILL BE COLLECTING THE FOLLOWING ITEMS:

For Children:

Dolls · Action Figures · Toy Cars · Handheld games · Coloring Books · Children's Books · Crafts

For Teens:

Makeup · Hair Tools/Accessories· Body Spray/Lotions · Personal Care Gift Sets · Nail Polish/Manicure Sets · Clothes/Shoes · Purses/Wallets · Sunglasses · Headphones/Ear Buds · Bluetooth Speakers · Teen Books/Box Sets · Art Supplies · Journals · Board Games

Donations are accepted during business hours.