Legacy Society Roundtables

Legacy Society presents quarterly roundtables with guest speakers focusing on topics of interest regarding estate planning.

Roundtable 1 :  How the US Debt is Impacting Your Investments As Well As Charitable Giving

CANCELED - Please note, this event will be rescheduled.

Speaker:  Breakfast with Deeann Griebel, Financial Advisor and Managing Director of Investments, Wells Fargo Advisors, LLC - renowned financial advisor and speaker
When:  Wednesday October 9, 2013, 10:00 a.m. - 12 Noon
Where: Rio Salado Conference Center - Free Parking

Roundtable 2:  Are Your Valuables Really Valuable? A look at what is needed in the appraisal process for wills and estate planning.

Speaker: Tom Helms of A-Z Appraisals
When:  Wednesday, November 6, 2013 10:00 a.m. - 12 Noon
Where: Rio Salado Conference Center - Free Parking

For more information or to RSVP

(480) 774-8444 or [email protected]