Educate, motivate, and empower our community to collectively promote and facilitate planned giving.
We envision an enriched community where leaving a legacy through planned giving is the social norm.
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Desert Willow Conference Center
Russell James III, Ph.D., J.D., CFP®
Bryan Clontz, CFP®, CLU, ChFC, CAP, AEP
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PO Box 4130 Scottsdale, AZ 85261