Broker Check

Events

Upcoming Events

May 15, 2024

10:00a - 12:00p

Camp Verde Office

Free Shred Event - Camp Verde

To help prevent identity theft and assist with spring cleaning, we will have Sir Speedy available at our Camp Verde Office to shred your documents! We do ask that you limit your shredding to 6 boxes total. We will pass out goodie bags as well! Any questions, call our office at 928-567-9512.

May 15, 2024

1:00p - 3:00p

Cottonwood Office

Free Shred Event - Cottonwood

To help prevent identity theft and assist with spring cleaning, we will have Sir Speedy available at our Cottonwood Office to shred your documents! We do ask that you limit your shredding to 6 boxes total. We will pass out goodie bags as well! Any questions, call our office at 928-567-9512.

May 22, 2024

1:00p - 3:00p

Prescott Office

Free Shred Event - Prescott

To help prevent identity theft and assist with spring cleaning, we will have Sir Speedy available at our Prescott Office to shred your documents! We do ask that you limit your shredding to 6 boxes total. We will pass out goodie bags as well! Any questions, call our office at 928-567-9512.

Past Events

October 12, 2023

5:00p - 6:00p

Zoom

Making Sense of the Medicare Nonsense: (10/12) 5PM Session

Join us for a free webinar navigating the complexities of medicare.

October 11, 2023

10:00a - 11:00a

Zoom

Making Sense of the Medicare Nonsense: (10/11) 10AM Session

Join us for a free webinar navigating the complexities of medicare.

January 20, 2022

3:00p - 4:00p

Zoom

Virtual Event with Olympic Runner Deena Kastor

Cambium Wealth & Legacy Strategies invites you to a virtual event with Olympian Deena Kastor to learn about the value of cultivating optimism.

October 28, 2021

3:00p - 4:00p

Zoom

CYBERSECURITY: How to be your own best defense

Cambium Wealth & Legacy Strategies invites you to our upcoming virtual cybersecurity Fireside Chat in partnership with Buckingham Strategic Partners.

March 29, 2021

3:00p - 4:00p

Zoom

February 25, 2021

5:30p - 6:30p

Zoom

Healthy Habits: Body & Mind 5:30PM Session

Join us on Feb. 25th a 5:30PM for a virtual class helping us to build healthy habits and learning exercises to incorporate into our days.

February 25, 2021

1:00p - 2:00p

Zoom

Healthy Habits: Body & Mind 1PM Session

Join us on Feb. 25th at 1pm for a virtual class helping us to build healthy habits and learning exercises to incorporate into our days.

Event Registration