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May 3, 2019

Phoenix Country Club - 2901 N 7th Street Phoenix AZ

                                     Click Here to Register Now!!                               

Arizona's Premier Education Event for Gift Planning Professionals         

Thank You to Our Event Partner: 

  

8:15am Breakfast Keynote 

"Tales from the Crypt:  The Weird and Wild"



 

 Andrew Fussner, Esq.

 Vice President of Estate Settlement

 American Heart Association

 


What could go better with breakfast than a discussion about wills and death.  Our opening speaker shares a lighthearted look at the craziest things he has seen in nearly 20 years of charitable estate settlement work.           

 

Presentation

Session pre-approved for 1 PT  CE Credit

Breakfast Partnership Available

Click here to view partnership details on the partnership web page



12:45pm Lunch Keynote

"It’s Showtime: How to Create and Deliver Presentations that Generate Leads and Inspire Gifts "

 

 Lani Starkey, J.D., LLM

 Founder

 Fifty Rock Consulting, LLC




When presentations are done effectively, there is no faster or more powerful marketing tool to discover new prospects/clients or to close new major/planned gifts.  Read more.......

Presentation

Session pre-approved for 1 PT  CE Credit

Thank You to Our Lunch Partner:



  General Track 

9:30am-

10:45am

"7 Stages to Planning an
Optimal Estate Gift"



 Marc Littlecott, CAP(R), CGPP

 Director of Gift Planning

 South Dakota State University Foundation

Program Description


Presentation


Session pre-approed for 1 PT  

CE Credit

11:00am-

12:15pm

"A Legacy Donor Dies - Now What?!"

 

Fredrick B. Weber

Estate Settlement Services

Northern Trust

Program Description

Case Study

Presentation


Thank you to this session's partner:


Session pre-approved for 1 PT  

CE Credit

Session pre-approved for 1 hour CFP(R) CE Credit

2:00pm-

3:15pm

"The Licensed Fiduciary Option: 

Now and Later"


 Heather Winters Bull

Principal Licensed Fiduciary

The Families Advocate, LLC

Program Description


Presentation

Session pre-approved for 1 PT  

CE Credit








  

  



 





   

     


     




D
Technical Track

"Insuring Philanthropic Clients:  Simple & Powerful Charitable Strategies Using Life Insurance and Annuities"


Lani Starkey, J.D., LLM

Founder

Fifty Rock Consulting, LLC

Co-Presenting with

Randy Huston, CFP(R)

Yellowstone Trust Administration, Inc.


Program Description



Handout





Session pre-approved for 1 PT  CE Credit

Session pre-approved for 1 hour CFP(R) CE Credit

"What Does It Mean to be Data-Driven?"



Brian S. Nielson, JD

Executive​ Director Estate and Gift Planning

ASU Foundation

Program Description

Presentation

Session pre-approved for 1 PT  CE Credit



"Top 10 Estate Settlement Problems (And What to do About Them)"

 

Andrew Fussner, Esq.

 Vice President of Estate Settlement

 American Heart Association

Program Description

Handout

Presentation


Thank you to this session partner:



Session pre-approved for 1 PT  CE Credit

Session pre-approved for 1 hour CFP(R) CE Credit

 

Thank you to Our Breakout Partners:      

  


Board of Directors


Thank you to our Partners:

   

      











Assets Track 

"The Fine Art of Gifting:  The Role of Appraisers and Appraisals in Non-Cash Charitable Contributions"

 

Allison D. Gee, M.A., A.S.A.

Accredited Senior Appraiser

Allison Gee Fine Art Appraisals

Program Description

Presentation

Session pre-approved for 1 PT  CE Credit

Session pre-approved for 1 hour CFP(R) CE Credit

"Looking a Gift Horse in the Mouth..."

Beth Jo Zeitzer

President and Designated Broker

R.O.I. Properties

Program Description

Presentation


Thank you to this session's partner:



Session pre-approved for 1 PT  CE Credit

Session pre-approved for 1 hour CFP(R) CE Credit


"Blockchain and Cryptocurrency Demystified"



Carolyn Sechler

Principal

Sechler CPA

Program Description 

Reference Material

Presentation


Session pre-approved for 1 PT  CE Credit

Session pre-approved for 1 hour CFP(R) CE Credit











 








 

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Info@PGRTAZ.org

Call  Us

602.840.2900



Address

PO Box 4130  Scottsdale, AZ 85261

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