Events: Arizona - Phoenix - Scottsdale

Registration Information

Registration is now open for Phoenix Children’s inaugural Professional Advisor Summit, a new professional development opportunity focused on wealth preservation strategies through tax optimization using philanthropic legislation.

Date: September 12, 2023
Time: 7:30 to 11:30 a.m.
Location: Arizona Country Club, 5668 E. Orange Blossom Lane, Phoenix
Registration fee: $75 through July 31; $95 starting August 1
CEU hours: 3

At the summit, you will:

• Hear from Phoenix Children’s leadership about how philanthropy helps sustain the hospital’s mission.
• Participate in educational sessions on tax optimization and wealth vehicles with Reynolds Cafferata, partner at Rodriguez, Horii, Choi & Cafferata LLP.
• Network with like-minded professionals who share a commitment to Phoenix Children’s and our community.

Earn your continued education:

• Understand the new landscape for determining the timing of making charitable donations after the Hoenscheid case.
• Become familiar with legislative proposals for donor advised funds and other charitable giving and estate planning.
• Learn planning options for clients who are scheduled to see their gift and estate exemptions reduced at the end of 2025.

Event eligible for 3 hours CFRE, CFP continuing education.

The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirements of specialists.

This activity may qualify for up to 3 hours toward your annual CLE requirement for the State Bar of Arizona, including 3 hours of advanced level training in the area of Estate and Trust Law.

The Arizona State Board of Accountancy does not pre-approve CPE providers. This activity may qualify for up to 3 hours toward your CPE.

Certificates of attendance will be provided.

Non-Profits

Are you a non-profit organization seeking additional information about gift planning, looking to network with professionals in the field or optimize your gift planning programs? Register now to enjoy additional benefits.

Sponsorship Opportunities*

A Partnership with Purpose
Over the past 40 years, Phoenix Children’s has become a trusted national brand, synonymous with pediatric excellence. More than 50% of the children we care for come to us with no private health coverage. Thanks to philanthropy, we accept all patients, regardless of their ability to pay. Your sponsorship helps us care for the most vulnerable and fulfill our mission to provide hope, healing and the best healthcare for children and their families.
Sponsoring this Phoenix Children’s event allows you to:

• Build your brand and increase your exposure to wealth managers and estate planners throughout Arizona
• Offer insights to thought leaders in wealth management and philanthropic tax optimization
• Leave a legacy and make an immediate impact on Phoenix Children’s mission

$7,500  |  Headline Sponsor

• Opportunity for a five-minute presentation at event and reserved space for six participants
• Name or logo listed on event website with link to company website
• Name or logo on event signage
• Name or logo listed on event emails
• Full page advertisement in event program
• Inclusion in social media for event
• Opportunity to participate in a private tour of Phoenix Children’s

$5,000  |  Speaker Sponsor Reserved by Braun Cathie Kruzel PC

• Opportunity for a two-minute presentation at event and reserved space for four participants
• Name or logo listed on event website with link to company website
• Name or logo on event signage
• Name or logo listed on event emails
• Half page advertisement in event program
• Inclusion in social media for event
• Opportunity to participate in a private tour of Phoenix Children's

$1,500  |  Breakfast Sponsor Reserved by Brighton Jones

• Reserved space for two participants
• Name or logo listed on event website with link to company website
• Quarter page advertisement in event program
• Inclusion in social media for event

$500  |  Program Sponsor

• Reserved space for one participant
• Quarter page advertisement in event program