Skip to main content

Seminars

“Estate and Financial Planning” – Lunch Seminar in Sedona

Hotel Rouge 2250 W. State Route 89A, Sedona, Arizona

Please join us for a COMPLIMENTARY seminar where Attorney Matt Dana and Guest Speaker Kevin Dick, President and Wealth Advisor, KDI Wealth Management will discuss the latest topics related to...

Complimentary Seminar – 2020 Tax Law Updates

Western Spirit: Scottsdale's Museum of the West 3830 N. Marshall Way, Scotttsdale, AZ, United States

Please join us for a COMPLIMENTARY seminar where Managing Partner Matt Dana and guest speaker Matt Ofman, Vice President and Private Client Adviser at Bank of America Private Bank, will...