May 20, 2026
EAST VALLEY EVENT: May Continuing Education Meeting
Topic: Religious Considerations in Estate Planning
CE Certificate of Attendance: Coming soon
Speaker: YIke Devji
April 22, 2026
EAST VALLEY EVENT: April Continuing Education Meeting
Topic: Religious Considerations in Estate Planning
CE Certificate of Attendance: Coming soon
Speaker: Yaser Ali
March 18, 2026
EAST VALLEY EVENT: March Continuing Education Meeting
Topic: Charitable Trusts: Understanding the Benefits, Mechanics, and
Tax Implications of Charitable Trusts Post
CE Certificate of Attendance: Download
Speaker: Katie Callaway
February 18, 2026
EAST VALLEY EVENT: February Continuing Education Meeting
Topic: Panel Discussion: Professional Collaboration in Estate Planning
CE Certificate of Attendance: Download
Speakers: Paul Borlaug, Hunter Knight, Anthony Synegal, Max Casey
January 21, 2026
EAST VALLEY EVENT: January Continuing Education Meeting
Topic: Charitable Giving & Philanthropy
CE Certificate of Attendance: Download
Speaker:Erica Andl
November 19,2025
EAST VALLEY EVENT: November Continuing Education Meeting
Topic: Arizona Long Term Care System
CE Certificate of Attendance: Download
Speaker: Stephanie Bivens
October 22nd, 2025
EAST VALLEY EVENT: October Continuing Education Meeting
Topic: Estate Planning Tips From A Litigation Attorney
CE Certificate of Attendance: Download
Speaker: Cody Huffaker
September 17, 2025
EAST VALLEY EVENT: September Continuing Education Meeting
Topic: Legislative Updates
CE Certificate of Attendance: Download
Speaker: Ed Zollars
May 21, 2025
Presentation: Confidentiality and Conflicts when Dealing with a Client with Diminished Capacity
Speaker: Patricia Sallen
February 19th, 2025
EAST VALLEY EVENT: February Continuing Education Meeting
Topic: The Potential Sunset of the TCJA
CE Certificate of Attendance: Download
Speaker: Phoebe Moffatt
January 15, 2025
EAST VALLEY EVENT: January Continuing Education Meeting
Topic: Behind the scenes of the MLS: Insights you need on bad listings, inaccurate property values, unrealistic expectations, and unhelpful industry shifts”
CE Certificate of Attendance: Download
Speaker: Max Casey
November 20th, 2024
EAST VALLEY EVENT: November Continuing Education Meeting
Topic: Bullet Proof Estate Plan
CE Certificate of Attendance: Download
Speaker: Stephanie Bivens
October 16th, 2025
EAST VALLEY EVENT: October Continuing Education Meeting
Topic: Implications of S-Corporation Stock Ownership in Estate & Trust Administration
CE Certificate of Attendance: Download
Speaker: Debra Polly
September 18, 2024
EAST VALLEY EVENT: September Continuing Education Meeting
Topic: Pre-2026 Sunset Planning Using Optimized Gift Trust & Funding Designs
CE Certificate of Attendance: Download
Speaker: Jonathan Morrison
May 15,2024
EAST VALLEY EVENT: May Continuing Education Meeting
Topic: The Gain Exclusion Potential of Qualified Small Business Stock
CE Certificate of Attendance: Download
Speaker: Rick Klahsen
April 17, 2024
EAST VALLEY EVENT: April Continuing Education Meeting
Topic: Collaborative Case Study
CE Certificate of Attendance: Download
Speaker: Financial Planning Association of Greater Phoenix
March 20, 2024
EAST VALLEY EVENT: March Continuing Education Meeting
Topic: Best Laid Plans: From the Conference Room to the Courtroom
CE Certificate of Attendance: Download
Speaker: Alexia Semlek
February 21, 2024
EAST VALLEY EVENT: January Continuing Education Meeting
Topic: Putting the Toothpaste Back in the Tube: Capital Gains & DNI
CE Certificate of Attendance: Download
Speaker: Brent Nelson
January 17, 2024
EAST VALLEY EVENT: January Continuing Education Meeting
Topic: Religious Considerations in Estate Planning
CE Certificate of Attendance: Download
Speaker: Yaser Ali
November 15th, 2023
EAST VALLEY EVENT: November Continuing Education Meeting
Topic: Tax Issues Related to the Administration of an Estate
CE Certificate of Attendance: Download
Speaker: Otto Shill
October 18th, 2023
EAST VALLEY EVENT: October Continuing Education Meeting
Topic: Tax Advantage Business Sales
CE Certificate of Attendance: Download
Speaker: Tiffany House
September 20, 2023
EAST VALLEY EVENT: September Continuing Education Meeting
Topic: What is going on with Life Settlements and Why Should I Care?”
CE Certificate of Attendance: Download
Speaker: Lisa Rehburg
May 17,2023
EAST VALLEY EVENT: May Continuing Education Meeting
Topic: AZ Tax Update-Pass-Through Entity Tax and Other Hot Topics
CE Certificate of Attendance: Download
Speaker: Mary L Reiser
April 19, 2023
EAST VALLEY EVENT: April Continuing Education Meeting
Topic: Collaborative Case Study
CE Certificate of Attendance: Download
Speaker: Financial Planning Association of Greater Phoenix
March 15, 2023
EAST VALLEY EVENT: March Continuing Education Meeting
Topic: Application of Fuduciary Law: Problematic Items in Trust Administration- A View From The Trustee
CE Certificate of Attendance: Download
Speaker: Greg Furseth
February 15, 2023
EAST VALLEY EVENT: January Continuing Education Meeting
Topic: Asset Protection 2023- Managing Real World Risks for Affluent Clients
CE Certificate of Attendance: Download
Speaker: Ike Devji
January 18, 2023
EAST VALLEY EVENT: January Continuing Education Meeting
Topic: Trust Modification Tools: Decanting, Merger and Settlement
CE Certificate of Attendance: Download
Speaker: Lois A. Silverman
