You are invited to a FREE Legal and Financial Planning Clinic on Tuesday, November 19th.  At the clinic you’ll be able to meet with different professional advisors to answer any questions you have about your unique financial and estate planning needs.

Do you have questions about any of the following?

  • Wills and Trusts
  • Individual Retirement Accounts
  • Estate Planning Issues
  • Donor Advised Funds
  • Charitable Giving

If you have questions about these and other similar issues, please sign-up today for a FREE 20 minute confidential no-obligation session with one of our partner estate planning attorneys, CPAs, or financial advisors.  Multiple appointments with multiple financial professionals are encouraged!

Click here to sign up now!  You must sign up ahead of time for each 20 minute session.  You may sign up for more than one time slot.

Many thanks to our Professional Advisor Partners for sharing their time.

Daren Layton, Esq.
Waterfall Economidis Caldwell Hanshaw and Villamana, P.C.

Angela Moore, Esq.
Moore, Masunas & Moore, PLLC

Matthew Harrison, CFA
Harrison Wealth Management

Tim Daughenbaugh, CFA, CFP
Northern Trust Bank

Herb Hoffman, CPA
CliftonLarsonAllen LLP

Anne Hoff, CPA
Roediger Hoff, PLC

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Community Foundation Campus
5049 E. Broadway Blvd
Tucson, Arizona  85711
United States