Welcome!

2021 AFA Fall Workshop

  • 22 Oct 2021
  • 8:00 AM - 4:00 PM
  • The High Country Conference Center Flagstaff

Registration


Register


AFA is pleased to announce that registration for the 2021 Fall Workshop is now open! Register for this informative and fun IN PERSON workshop in beautiful northern Arizona this Fall. Presenters will share practical real-world knowledge, tips, and experience -- equipping you to succeed in your fiduciary practice, no matter the challenges you're facing!

Early-bird Registration Fees start at $125 for Members.

Non-Member and Virtual Registration Fees are also available.

Full cancellation and/or option to transfer to virtual with no penalty
available up to 5 days prior to event.

This conference is eligible for 5.5 Hours of CEU Credit (including 1 hour of Ethics credit) toward your Arizona Fiduciary License or National Certified Guardian designations.


High Country Conference Center
201 W Butler Ave
Flagstaff, AZ  86001
928-523-9521


2021 Fall Workshop Schedule of Event

8:00 am - 8:45 am | Registration and Breakfast

8:45 am – 9:00 am | Introduction and Overview

Coy Vernon, AFA President

9:00 am - 10:30 am | Session 1

Scams & Exploitation of Elderly/Vulnerable Persons

 Kent Berk, Esq. and Courtney Bennett, Arizona Attorney's General Office

 10:30 am - 10:45 am | Morning Coffee Break

 10:45 am - 12:00 pm | Session 2

Prudent Investment Principles & Portfolio Review:

Red Flags and Weaknesses to look for When Evaluating

Legacy Invested Assets in a Successor Trustee

Jeremy Lau, Prudent Investors

 12:00 pm - 1:00 pm | Networking Lunch

 1:00 pm – 2:15 pm | Session 3

What you Need to Know from a Court Accountant's Perspective

 Kathrin Fox, Coconino County Court Accountant

 2:15 pm - 2:30 pm | Break/Afternoon Snack

2:30 pm - 4:00 pm | Session 4

Managing Out of State Assets for your Wards

 Jason Cobb, Principal & Licensed Fiduciary, Compass Fiduciary and

Charles (Mike) Dyer, Attorney at Law

 4:00 pm - 4:30 pm | Closing Session

 End of Day Door Prize Drawings - Must Be Present to Win!

AFA does not have a room block held at the Drury Inn. If you anticipate needing overnight accommodations, here are some
recommended nearby options:
 
Drury Inn & Suites FlagstaffLittle America HotelSuper 8 Wyndham Conference CenterHampton Inn & SuitesHilton Embassy Suites FlagstaffSpringhill Suites by Marriott Hilton Garden Inn Flagstaff



 
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