Events for Professional Advisors

The Arizona Community Foundation hosts a variety of educational seminars and workshops throughout the year on topics related to charitable giving, tax and financial planning, and more.

Learning and networking

Listed below are upcoming events, meetings and gatherings of interest to professional advisors and their clients. Most seminars presented specifically for professional advisors qualify for one hour of continuing education credits.

You'll find a comprehensive list of events and gatherings for your donors, nonprofit organizations and other friends of the Arizona Community Foundation on our Events page.

Events

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Category

Tax & Legal Seminar

Where

Scottsdale Resort at McCormick Ranch, 7700 E. McCormick Parkway, Scottsdale

When

11.03.2017

Overview

Continuing education seminar for professional advisors

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Category

Professional Advisors

Does the last word stand? Modifying Trusts to Preserve Grantor Intent

Where

Mesa Country Club, 660 W. Fairway Drive, Mesa

When

01.17.2018

Overview

Continuing education seminar for professional advisors

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Category

Professional Advisors

Heckerling Update

Where

Debi Bisgrove Community Philanthropy Center at ACF, 2201 E. Camelback Road, Suite 405B, Phoenix

When

02.22.2018

Overview

Continuing education opportunity for professional advisors

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Category

Professional Advisors

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Sponsoring Events

Your firm can take advantage of the opportunity to underwrite educational events for professional advisors throughout the year. We offer many benefits, including logo placement on all promotional materials and the opportunity to address the guests during the event.
 

Talk With Us

Michael Ponzio
Director of Events and Organizational Culture
602.682.2068
Email

Tax & Legal Seminar

Our most popular and well-attended annual event, this seminar’s keynote speaker is a nationally known expert who discusses the latest developments in estate and charitable gift planning. Attendance may qualify for four hours of CE credit.

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