IN PERSON Charitable CE Credit & Social

300 North 18th Street,Phoenix AZ 85006

29 November, 2022

Description

IN PERSON Charitable CE Credit & Social A current estate plan is important for all families but essential for a family with a loved one with a special needs. For families with a child with autism or another disability, careful financial planning, guardianship arrangements, a special needs trust and government benefits coordination are of critical importance. Join us to learn how best to help your clients plan effectively. Tuesday, November 29, 2022 3:45 p.m. Registration & Check-in 4:00 p.m. Program CE Credit 5:15 - 6:30 p.m. Social – Join us for some delicious food and beer & wine. Location: SARRC’s Sybil B. Harrington Campus for Exceptional Children 300 North 18th Street, Phoenix, AZ 85006 Event Contact: Beth Salazar, SARRC Planned Giving Manager [email protected] | (602) 606-9876 Program Presenters: Emily Kile, Kile Law Firm, PLLC Megan Selvey,Attoreny, Bivens & Associates, PLLC Heather Bull, Fiduciary, The Families Advocate, PLLC Karen Starbowski, SpecialCare Planner, MassMutual AZ ORGANIZER: SARRC Planned Giving Professional Advisory Council Emily Kile – Vice-Chairperson of the Council Attorney, Kile Law Firm Karen Starbowski - Special Care Planner, MassMutual Arizona , MassMutual Arizona Heather Bull - Fiduciary, The Families Advocate, LLC Robin Cochran - Attorney , Foothills Caring Corp Lindsey Jackson - Private Wealth Advisor-Trusts , FineMark National Bank & Trust Charlotte Johnson - Attorney , Elder Law of Arizona Stephanie King – Vice President, Charles Schwab Kelly Kral - Attorney , Dyer Bregman & Ferris, PLLC Jill McIlroy - Philanthropic Advisor , Arizona Community Foundation Troy McNemar - Attorney , McNemar Law Offices, P.C. Jackie Orcutt - First Vice President, CBRE Jay Parke - Partner, CPA , Walker & Armstrong, LLP Megan Selvey - Attorney , Bivens & Associates, P.L.L.C. Annette Stertzer - V.P. -Senior Trust Officer , Bank of America, N.A. – U.S. Trust Emily Taylor - Attorney , Taylor & Lihn, PLLC Janet Tubbs - Medicare Consultant , Insurance Professionals of America Jacquie Weflen - Financial Advisor , TFO Phoenix Kathy Bosco – Emeritus , Grandparent Group Founder & Leader Meighan Harahan – Emeritus , Principal, Waterfront Financial, LLC