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Northern Arizona Estate Planning Day for Professional Advisors

  • 14 Jun 2019
  • 9:00 AM - 8:00 PM
  • Murphy's in Prescott: 201 N Cortez Street Prescott AZ 86301

Registration

  • No host dinner following a full day of learning with Bryan Clontz - You must register for sessions on the www.azfoundation.org website (this is for dinner only)

Registration is closed

  


Join fellow PGRTAZ members, associates and the Arizona Community Foundation

in the cool pines!


Friday, June 14, 2019

Bryan Clontz,

PhD, CFP(R) CLU(R), ChFC(R), CAP(R), AEP(R), RICP(R), CBP.


Non Profit Session:  Planned Giving on a Shoestring

Click here to register on the ACF website 


Professional Advisor Session: Northern AZ

Estate Planning Day

Click here to register on the ACF website

(Afternoon session pre-approved for

3 hours of AZ State Dept. of Ins. CE Credit)


Dinner with Collegues:  No host dinner at Murphys

Note your attendance by registering to the left on this page

(this is for dinner only-YOU MUST access the links above to register on the ACF website for the session)

9:00-11:00am

  • How to design and implement a plan to grow your endowment
  • Suggestions for engaging your board
  • Best practices for prospecting, cultivating, and recognizing donors

12:00-4:00pm

  • Case studies of complex charitable and estate planning dilemmas and solutions
  • Legal, tax, investment, insurance 
  • Financial planning techniques unique to each charitable case.


Afternoon session followed by social reception 4-6pm


6:00pm


No host dinner with colleagues and friends at Murphy's



Email Us

Info@PGRTAZ.org

Call  Us

602.840.2900



Address

PO Box 4130  Scottsdale, AZ 85261

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