Life and Legacy

Online and Schulz financial Group (6849 N Oracle Rd. Suite 175)


Please join us for Life and Legacy on Wednesday, July 28th at 5:30pm, presented by James Verbonitz with Transamerica. James will speak about Estate planning and how it’s not just important to the wealthy. This presentation is designed to provide a basic knowledge of three key pieces of an estate plan: preparing for incapacity, transferring wealth, and maintaining control your legacy. 

This workshop will be a webinar offered virtually and a link will be sent to all confirmed guests two days prior to the workshop. 

As well, we will be hosting a small virtual viewing party at our office with food & beverage service. Seating is very limited.

The workshop will begin promptly at 5:30pm so please be online (or at our offices) by 5:15pm.

Please RSVP by July 21st, to Colleen Osland at 520-495-2800 or 

The economic forecasts set forth by Transamerica may not develop as predicted and there can be no guarantee that strategies promoted will be successful. James Verbonitz and Transamerica are not affiliated with or endorsed by LPL Financial and Schulz Financial Group.