Peoria/Tucson/Sierra Vista/Green Valley, Arizona – August 3, 2026 – Affirm Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC., is hosting a virtual educational event titled, Beyond the Basics: Navigating Complex Estate Planning Decisions on Tuesday, August 18 at 12:00 p.m. (Arizona Time). If you’re ready to go beyond the basics and make sure your estate plan stands the test of time, this session is for you.
Topic Description:
This session dives into the more nuanced aspects of estate planning, including how to handle blended families, business succession, charitable giving, and evolving tax laws. You’ll also learn how to keep your plan current as life changes.
Presented By:
Mike Gombrich, CFP®, BFA™, APMA®, CRPC®
Private Wealth Advisor, Affirm Wealth Advisors
Matthew Gobbato
Probate, Estate Planning and Trust Attorney, Mushkatel, Gobbato, & Kile PLLC
This event is open to the public. If interested, please RSVP by clicking the events tab on their website at affirmwealthadvisors.com or calling 623.972.3133 to receive the Microsoft Teams meeting link.
As a private wealth advisory practice, Affirm Wealth Advisors provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information, please contact Nicole Di Modica at 623.972.3133 or [email protected].
This is an informational seminar. There is no cost or obligation.
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.
Ameriprise Financial Services, LLC, Member FINRA and SIPC.
©2026 Ameriprise Financial, Inc. All rights reserved.
