The Arizona Fiduciaries Association, Inc. is a non-profit organization whose purpose is to provide structure, guidance, training and continuing education for public and private fiduciaries in Arizona.
Our Vision: The AFA will be a nationally recognized leader for developing the best standards of practice for professional fiduciaries.
Our Mission: To provide education and advocacy to its members to enhance and promote the fiduciary profession.
This website is primarily oriented toward serving both our current members and potential members, but we've tried to provide some guidance for the general public in our "What is a Fiduciary?" section.
2014 Spring Conference Feb 28 and March 1st at the Scottsdale Conference Resort
Posted December 05, 2013
Mark your Calendars now!The AFA Spring Conference has been scheduled for Friday/Saturday, Feb 28th and March 1st at the Scottsdale Conference Resort.This years' theme is "Practical Advice for Ethical Decision Making".The conference committee is working full steam ahead to build a high quality event, including at least 12 hours of continuing education credit delivered by highly rated, and in some cases nationally recognized, presenters. If you are interested in participating in the committee's final work to complete the presenter line up, please let us know!The Scottsdale Conference Center is working with us to provide some very favorable pricing for our attendees and guests - in the middle of high season - so we plan to publish a list of optional "staycation" options. Our intent is to make a working Saturday morning end with a really fun and affordable weekend play package.Sponsorship Options are available, and information will soon be available for download. We are working to build an expo area experience unlike any you've experienced in the past...exceptional comfort, connectivity, and creativity. Interested sponsors should contact our executive director at ExecDirector@AZFid.org.We are looking forward to seeing you all!
Purchase Option for the 2013 Policy Resource Guide
Posted October 28, 2013
After three years' of concerted team effort, our Policy Resource Guide has been released!This extremely useful compilation of Arizona legislation, code, and rules will complement any Fiduciary Professionals' business plan and compliance needs.Save yourself time, headache, and confusion. Purchase your Policy Resource Guide, via this link, today!Prices are $100 for AFA members, and $150 for non members. Business members may purchase their first Policy Resource Guide for $50.
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Fall Message from President Craig Wisnom
Posted September 14, 2013
Welcome to Fall in Arizona! Our board is hard at work, along with our new staff, including their prompting to me to write a new message for our members soon.Watch this link for my posting and message.
AFA Board hires new Executive Director and Association Management Company
Posted September 01, 2013
Following a process that included the issuance of an RFP for services and an assessment of all responses, the AFA search committee and Board of Directors is pleased to announce the decision to hire Melissa Kemp and Premium Organization as the new Executive Director and the Association Management company for our group.Melissa and her team started August 1st, and as we move into September, will become more visible to our members and the general public.With this transition, you will note new phone numbers and mailing addresses for AFA business. The main number to call is 602-840-2900, ext 307, and the main PO Box to use is PO Box 4130, Scottsdale, AZ 85261. All new contact information can be found in the footer section of our website. Welcome!Craig Wisnom and the AFA Board of Directors
The AFA is proud to recognize the Business Members of the Arizona Fiduciaries Association.
- Bond Services of Arizona
- Bogutz & Gordon
- BrightStar Care
- Care Coordinators, Inc.
- Care Corner Personal Services
- Childers & Berg, LLC
- Compass Fiduciary Group
- Condit & Associates, LLC
- Crismon Cooper Licensed Fiduciaries
- Crossroads Adult Care
- East Valley Fiduciary Services
- Eldercare Research & Consulting
- Encore Senior Village
- Entrust Fiduciary Services, Inc.
- Estate Management Services
- Fiduciary CPA
- Fleming & Curti, P.L.C.
- Heritage Services Agency LLC
- Hospice Family Care, Inc.
- Managed Protective Services
- Maricopa County Public Fiduciary
- Mohave Estate Management Office
- Next Steps for Families
- Pinal County Public Fiduciary
- Silverado Senior Living
- Southwest Fiduciary, Inc.
- Stellar Capital Management, LLC