Phoenix Children's Foundation

2024 Professional Advisor Summit

Date:
Thursday, September 12, 2024
Time:
7:30 AM - 11:30 AM
Location:
Arizona Country Club
5668 E. Orange Blossom Lane
Phoenix, AZ 85018
United States

Registration is now open for Phoenix Children’s 2024 Advisor Summit, a professional development opportunity focused on wealth preservation strategies through tax optimization using philanthropic legislation.


Date: September 12, 2023
Time: 7:30 to 11:30 a.m.
Location: Arizona Country Club, 5668 E. Orange Blossom Lane, Phoenix
Registration fee: $75 through July 31; $95 starting August 1
CEU hours: 3

At the summit, you will:

  • Hear from Phoenix Children’s leadership about how philanthropy helps sustain the hospital’s mission.
  • Participate in educational sessions on planning strategies vital before the sunset of the Tax Cuts and Jobs Act, led by keynote speakers Brad B. Gornto, Esq., LL.M, President & Founder, Gornto Law, PLLC – iCLAT Solutions, LLC – Effectual Giving, LLC, and Jonathan Morrison, Senior Partner, Frazer Ryan Goldberg & Arnold LLP.
  • Network with like-minded professionals who share a commitment to Phoenix Children’s and our community.

Earn your continued education:

  • Gain insights into innovative approaches and best practices for optimizing gift and estate tax planning strategies in anticipation of the 2026 tax law changes.
  • Learn how to leverage philanthropic opportunities within the changing tax landscape to maximize client benefits and charitable impact.
  • Explore advanced planning strategies essential for financial, legal, and philanthropic professionals to navigate the impending tax law changes effectively.
  • Learn planning options for clients who are scheduled to see their gift and estate exemptions reduced at the end of 2025.

Event eligible for 3 hours CFRE, CFP continuing education.

The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirements of specialists.

This activity may qualify for up to 3 hours toward your annual CLE requirement for the State Bar of Arizona, including 3 hours of advanced level training in the area of Estate and Trust Law.

The Arizona State Board of Accountancy does not pre-approve CPE providers. This activity may qualify for up to 3 hours toward your CPE.

Certificates of attendance will be provided.