2026-2027 Topics & Speakers
September 16th, 2026
EAST VALLEY EVENT: September Continuing Education Meeting
Topic: Implications of Arizona’s new Postnuptial Agreement Statute on Estate Planning.
Speaker: Keith Berkshire
Location: Park University – 92 W Vaughn Ave #101 Gilbert AZ 85233
Time: 7:00 – 7:30 Arrive and Breakfast 7:30 – 8:30 CLE Presentation
October 21st, 2026
EAST VALLEY EVENT: October Continuing Education Meeting
Topic: Estate Planning between State Lines
Speaker: Sam DiPietro
Location: Park University – 92 W Vaughn Ave #101 Gilbert AZ 85233
Time: 7:00 – 7:30 Arrive and Breakfast 7:30 – 8:30 CLE Presentation
November 18th, 2026
EAST VALLEY EVENT: November Continuing Education Meeting
Topic: Beyond the Hype: AI Security Risks and Your Ethical Obligations
Speaker: Jerem Morris
Location: Park University – 92 W Vaughn Ave #101 Gilbert AZ 85233
Time: 7:00 – 7:30 Arrive and Breakfast 7:30 – 8:30 CLE Presentation
February 17th, 2027
EAST VALLEY EVENT: February Continuing Education Meeting
Topic: Real Estate Professionals and other rental topics
Speaker: Ed Zollars
Location: Park University – 92 W Vaughn Ave #101 Gilbert AZ 85233
Time: 7:00 – 7:30 Arrive and Breakfast 7:30 – 8:30 CLE Presentation
March 17th, 2027
EAST VALLEY EVENT: March Continuing Education Meeting
Topic: Why Portability is not a Substitute for Planning
Speaker: Brent Nelson
Location: Park University – 92 W Vaughn Ave #101 Gilbert AZ 85233
Time: 7:00 – 7:30 Arrive and Breakfast 7:30 – 8:30 CLE Presentation
April 21st, 2027
EAST VALLEY EVENT: April Continuing Education Meeting
Topic: Why not to use AI with review and estate plans
Speaker: Sean Harrington
Location: Park University – 92 W Vaughn Ave #101 Gilbert AZ 85233
Time: 7:00 – 7:30 Arrive and Breakfast 7:30 – 8:30 CLE Presentation
2025-2026 Topics & Speakers
September 17th, 2025
EAST VALLEY EVENT: September Continuing Education Meeting
Topic: Legislative Updates: Taxation and Estate Planning
Speaker: Ed Zollars
Location: Park University – 92 W Vaughn Ave #101 Gilbert AZ 85233
Time: 7:00 – 7:30 Arrive and Breakfast 7:30 – 8:30 CLE Presentation
October 22nd, 2025
EAST VALLEY EVENT: October Continuing Education Meeting
Topic: Trust and Estate Planning Tips for Planners from an Experienced Litigation Attorney
Speaker: TBD
Location: Park University – 92 W Vaughn Ave #101 Gilbert AZ 85233
Time: 7:00 – 7:30 Arrive and Breakfast 7:30 – 8:30 CLE Presentation
November 19th, 2025
EAST VALLEY EVENT: November Continuing Education Meeting
Topic: ALTCS Planning
Speaker: Stephanie Bivens
Location: Park University – 92 W Vaughn Ave #101 Gilbert AZ 85233
Time: 7:00 – 7:30 Arrive and Breakfast 7:30 – 8:30 CLE Presentation
January 21st, 2026
EAST VALLEY EVENT: January Continuing Education Meeting
Topic: Charitable Giving & Philanthropy
Speaker: Erica Andl
Location: Park University – 92 W Vaughn Ave #101 Gilbert AZ 85233
Time: 7:00 – 7:30 Arrive and Breakfast 7:30 – 8:30 CLE Presentation
February 18, 2026
EAST VALLEY EVENT: February Continuing Education Meeting
Topic: Panel Discussion: Professional Collaboration in Estate Planning
Speaker: Paul Borlaug, Hunter Knight, Anthony Synegal, Max Casey
Location: Park University – 92 W Vaughn Ave #101 Gilbert AZ 85233
Time: 7:00 – 7:30 Arrive and Breakfast 7:30 – 8:30 CLE Presentation
March 18, 2026
EAST VALLEY EVENT: March Continuing Education Meeting
Topic: Charitable Trusts- Understanding the Benefits, Mechanics, and
Tax Implications of Charitable Trusts Post OBBBA
Speaker: Katie Callaway
Location: Park University – 92 W Vaughn Ave #101 Gilbert AZ 85233
Time: 7:00 – 7:30 Arrive and Breakfast 7:30 – 8:30 CLE Presentation
April 22nd, 2026
EAST VALLEY EVENT: April Continuing Education Meeting
Topic: Religious Considerations in Estate Planning
Speaker: Yaser Ali
Location: Park University – 92 W Vaughn Ave #101 Gilbert AZ 85233
Time: 7:00 – 7:30 Arrive and Breakfast 7:30 – 8:30 CLE Presentation
May 20, 2026
EAST VALLEY EVENT: May Continuing Education Meeting
Topic: Advanced Asset Protection Strategies
Speaker: Ike Devji
Location: Park University – 92 W Vaughn Ave #101 Gilbert AZ 85233
Time: 7:00 – 7:30 Arrive and Breakfast 7:30 – 8:30 CLE Presentation
