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Events

Upcoming events

    • 13 Sep 2019
    • 7:30 AM - 10:00 AM
    • 2036 E Camelback Road Phoenix AZ



    CONTINUING EDUCATION SEMINAR
    Ethical Investment Practices for Estate Administrators



    FRIDAY, SEPTEMBER 13, 2019
    7:30 a.m. — 10:00 a.m.

    Arizona Bank & Trust, 2nd Floor
    2036 E Camelback Road | Phoenix, AZ 85016







    Arizona Bank & Trust’s Wealth Advisory Team invites you to a continuing education presentation.

    Our Wealth Advisory experts will provide a presentation regarding best practices for investing
    on behalf of wards. Following that presentation will be an open ethics discussion with an expert
    panel around difficult financial decisions. Certificates will be provided for CE credit (two hours). There is no cost to attend and a continental breakfast will be served.


    TOPICS INCLUDE1:


    PRESENTERS:



    • Determining individual needs
    • Matching needs to investment goals
    • Understanding investment statements
    • Common investment types
    • Assessing an advisor
    • Ethical issues related to finances and investing

    Rachel S. Zaslow, J.D.
    Wealth Advisor
    Arizona Bank & Trust


    James Vaccaro
    Vice President, Wealth Advisor
    Arizona Bank & Trust


     


    OPEN ETHICS DISCUSSION EXPERT PANEL:


    Jason Cobb, Principal, Compass Fiduciary Group LLC, Licensed Fiduciary #20645

    Stephanie McCollum, Principal, Fiduciary Management Specialists LLC,
    Licensed Fiduciary #20560


    Lawrence F. Scaringelli, Esq, Scaringelli Law Firm, P.C.

    SEATING IS LIMITED. RSVP BY FRIDAY, SEPTEMBER 6, 2019.

    Please contact Paul J. Borlaug, AVP, Banking Center Manager, at
    PBorlaug@arizbank.com2
    or 480.844.4533 for questions regarding the event.





    1In order to provide participants with timely information, the presenters reserve the right to alter the content or emphasis of the program.

    2Information entered into this email is not encrypted. Please do not include any sensitive information such as PIN numbers, Social Security numbers or accounts numbers.

    Products offered through Wealth Advisory Services are not FDIC Insured, are not bank guaranteed and may lose value.






    • 18 Oct 2019
    • 8:00 AM - 5:00 PM
    • High Country Conference Center Flagstaff, AZ
    Register

    Register Now for the
    2019 AFA FALL WORKSHOP


    Friday, October 18, 2019
    8:00 a.m. - 5:00 p.m.

    High Country Conference Center

    Flagstaff, AZ


    You are invited to join us for this informative and fun workshop, while enjoying Flagstaff's beautiful fall weather. Members will share practical real-world knowledge, tips, and experience; equipping you to succeed in your fiduciary practice, no matter the challenges or changes. Earn Continuing Education Credits toward your AZ Fiduciary License or National Certified Guardian designation and network with other fiduciaries, affiliated and associated professionals.

    Early Bird Registration Rates start at $150 for AFA Members ($130 for AFA Business Members) and $165 for Non-Members.


    Past events

    02 May 2019 2019 AFA Spring Conference: A Fiduciary's Journey & Commitment to Excellence
    21 Sep 2018 2018 AFA FALL WORKSHOP
    19 Apr 2018 2018 AFA Spring Conference: A Day In the Life of A Fiduciary...and the Aftermath
    20 Oct 2017 2017 Fall Workshop: Getting By With a Little Help From . . . The Government!
    04 May 2017 2017 AFA Spring Conference: Making Lemonade Out of Lemons
    15 Jul 2016 2016 Summer Workshop:"Ch Ch Changes"
    10 Mar 2016 2016 AFA Spring Conference: Busted Knuckles: The Nuts & Bolts of Being a Fiduciary
    05 Nov 2015 Fiduciary Board Meeting
    10 Sep 2015 Fiduciary Board Meeting
    17 Jul 2015 2015 Summer Workshop: "A Series of Unfortunate Events"
    09 Jul 2015 Fiduciary Board Meeting
    15 Jun 2015 Purchase Policy Resource Guide
    21 May 2015 Fiduciary Board Meeting
    12 Mar 2015 Fiduciary Board Meeting
    12 Mar 2015 Spring Conference: Better Lives through Better Practices
    04 Dec 2014 NGA: State Affiliate Council Meeting
    18 Oct 2014 NGA: State Affiliate Council Meeting
    25 Jul 2014 2014 Summer Workshop: "Share and Share Alike"
    10 Jul 2014 NGA: State Affiliate Council Meeting
    04 Jun 2014 AFA Board Conference Call
    16 May 2014 AFA Board Retreat
    04 Apr 2014 NGA: State Affiliate Council Meeting
    02 Apr 2014 AFA Board Conference Call
    05 Mar 2014 AFA Board Conference Call CANCELLED
    28 Feb 2014 2014 Spring Conference: Practical Advice for Ethical Decision Making
    26 Feb 2014 At the Door Registration Opens: 2014 AFA Spring Conference - Practical Advice for Ethical Decision Making
    24 Feb 2014 Conference Presenters Presentation Materials Due
    19 Feb 2014 On Line Voting for Leadership Awards and Board Nominees
    17 Feb 2014 Conference Presenters Outlines Due
    07 Feb 2014 Spring Conference Committee Call
    05 Feb 2014 AFA Board Conference Call
    01 Feb 2014 Standard Registration Opens: 2014 AFA Spring Conference - Practical Advice for Ethical Decision Making
    28 Jan 2014 Call for Leadership Awards Candidates
    28 Jan 2014 Call for Board Nominations Opens
    13 Jan 2014 New Member Outreach Campaign Launches
    09 Jan 2014 Monthly AFA Board Meeting/Call
    09 Jan 2014 Early Registration Opens: 2014 AFA Spring Conference - Practical Advice for Ethical Decision Making
    09 Jan 2014 Membership Renewal Outreach Campaign Launches
    08 Jan 2014 Sponsorship Public Outreach Campaign Begins
             
    Arizona Fiduciaries Association
    Executive Director: The Carlson Group, LLC
    Mailing Address: 8987 E Tanque Verde #309-125 Tucson, AZ 85749
    Telephone: (520) 338-0840  Fax: (814) 286-3953  execdirector@azfid.org