Events

This calendar has the details you need to participate in upcoming events across Arizona. We look forward to seeing you at the gatherings that interest you!

Northern Arizona Estate Planning Day

Where

Prescott Lakes Clubhouse, 315 E. Smoke Tree Lane, Prescott

When

Friday, June 16, 2017

Time

12:00 PM - 4:30 PM

Overview

Seminar for professional advisors

Description

Presented by Arizona Community Foundation of Yavapai County, in partnership with ACF of Flagstaff and ACF of Sedona

Join us for the annual Northern Arizona Estate Planning Day hosted by the Arizona Community Foundation of Yavapai County, in partnership with ACF of Flagstaff and ACF of Sedona. To recognize your partnership in mobilizing enduring philanthropy for a better Arizona, this educational opportunity is presented at no cost to professional advisors across the state. Your attendance may qualify for up to three hours of continuing education credits.

Lani Starkey, JD, LLM, CPA is the founder of and a principal at Fifty Rock Consulting LLC. He is a nationally-recognized philanthropic planning expert and an accomplished fundraiser, tax attorney, professor, accountant, presenter, and consultant. His discussion topics will include: Grantor CLT – the amazing alternative to a Family Foundation and Donor Advised Fund…that no one is talking about and Insuring Philanthropic Clients – simple and powerful charitable strategies using life insurance and annuities. Randy Hutson, CFP will co-present the session on Insuring Philanthropic Clients.

Lunch begins at noon, and attendees are invited to stay after for a wine and cheese reception to mix and mingle. Vegetarian and gluten free options are available from the list on the registration form. We apologize in advance for any inconvenience this might cause, and ask that you prepare a lunch to bring.

Register online

Category

Yavapai County Professional Advisors
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Michael Ponzio
Director of Events and Organizational Culture
602.682.2068
Email

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