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24th Annual Arizona Planned Giving Conference

  • 30 May 2018
  • 7:30 AM - 5:00 PM
  • Desert Willows Conference Center: 4340 East Cotton Center Blvd. Phoenix, AZ 85040


  • You may purchase for $500 the right to admit 4 people. Only list 3 guests plus the main registrant. Available from Feb. 20th through April 14th.
  • We are excited to introduce you to the work of the PGRTAZ through our annual Planned Giving Conference!


Arizona’s Premier Education Event for Gift Planning Professionals

Ideal for all gift planners, allied professionals, and board members, the 24th Annual Arizona Planned Giving Conference has become the leading one-day gift planning conference in the Southwest!

The 2018 conference features two of the leading authorities in Planned Giving, plus breakout sessions featuring top local professionals.

  Dr. Russell James, J.D., Ph.D., CFP(R) 

  Professor, Dept. of Personal Financial Planning

  Texas Tech University


  Bryan Clontz,   CFP®, CLU, ChFC, CAP, AEP

  Founder and President

  Charitable Solutions, LLC

Access the Full Conference Page Here

Refund Policy: 

Full refunds will be available (less 5% for credit card payment registrations) through May 18, 2018

50% refunds will be offered from May 18, 2018 through May 24, 2018

No refunds or credits can be made for cancellations received on/after 5 pm, May 24, 2018 as our event logistics and equipment rentals will be in process, however, substitute attendees are encouraged!

*Please note: PGRTAZ is not a registered provider of pre-qualified CE for life insurance professionals.  All professionals should check with their designation requirements for qualified CE before submitting course outlines.  Standard CE requirements such as attendance sheets (with signatures), course outlines for attendees, and a minimum 50 minute learning hour, shall be observed.

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PO Box 4130  Scottsdale, AZ 85261

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