AZCGP's September Program will be hosted by

Phoenix Children's Foundation

AZCGP Members and Guests are invited to attend the

PCH Advisor Summit

This will be in lieu of AZCGP's regular September monthly program.

Please process your attendee registration here on the AZCGP Website Event Posting as Usual at our general registration price points.

Please Note: This program takes place a week earlier than our general meetings and at a alternate venue

Registration Will Close September 2, 2025

At the summit, you will:

• Participate in educational sessions on planning strategies to maximize your clients’ deductions through untapped assets, led by keynote speaker, Bryan Clontz PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®, Founder & President, Charitable Solutions, LLC.
• Network with like-minded professionals who share a commitment to Phoenix Children’s and our community.
• Hear from Phoenix Children’s leadership to understand how philanthropy sustains the hospital’s mission, and experience its impact through an interactive mission moment.

Earn your continued education:

• Develop expertise in managing complex asset structures such as LLCs, limited partnerships, and closely held business entities to create tax-efficient strategies for high-net-worth clients.
• Learn how to leverage philanthropic opportunities within the changing tax landscape to maximize client benefits and charitable impact.
• Explore advanced planning strategies essential for financial, legal, and philanthropic professionals to navigate the impending tax law changes effectively.
• Gain insights into the latest legal developments and tax policies impacting asset utilization and wealth planning, ensuring compliance and maximizing benefits for clients.
• Engage in interactive sessions that provide practical tools and case studies to immediately implement advanced tax and planning strategies.

Continuing Education Credit Information

Please note that a certificate of attendance will be provided.

• Event eligible for 3 hours CFRE, CLE, CPA, 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.