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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 Flagstaff ● Little America Hotel ● Super 8 Wyndham Conference Center ● Hampton Inn & Suites ● Hilton Embassy Suites Flagstaff ● Springhill Suites by Marriott ● Hilton Garden Inn Flagstaff
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