Events

IMPORTANT NOTICE: The Arizona Community Foundation has been closely monitoring the recommendations of public health officials in response to the developing coronavirus outbreak.

To protect your health and that of our staff, we are postponing all in-person events hosted by ACF or within our community meeting space for the time being to minimize non-essential personal contact.

We are assessing this situation as it develops and will provide timely notification of any future adjustments to planned meetings or events. Please check this page for future updates.

If you have questions about events or meetings, please contact Michael Ponzio at mponzio@azfoundation.org or 602.682.2068.

This calendar has the details you need to participate in upcoming events across Arizona. We look forward to seeing you at the gatherings that interest you!

Northern Arizona Estate Planning Day - Professional Advisor Session

Where

Virtual

When

Friday, June 11, 2021 1:00 PM - Friday, June 11, 2021 4:00 PM

Recurring

One time event

Overview

Northern Arizona Estate Planning Day is presented annually by the Arizona Community Foundation of Yavapai County. Professional advisors from across the state will receive a three-hour educational session on planned giving. The session may qualify for up to three hours of continuing education credits. Discussion topics include: 

  • The SECURE Act and Testamentary Charitable Remainder Trusts
  • Ethical Issues in Charitable Gift Planning
  • The Top 10 Charitable Planning Mistakes to Avoid

Click here to register!

Description

Category

Professional Advisors

Event Key

Events Key

Talk With Us

Michael Ponzio
Director of Events and Organizational Culture
602.682.2068
Email

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