Welcome!

Upcoming events

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


    • 28 Apr 2022
    • 29 Apr 2022
    • Desert Willow Conference Center


Past events

03 May 2021 2021 AFA VIRTUAL Conference
30 Oct 2020 2020 AFA FALL VIRTUAL WORKSHOP
20 Apr 2020 2020 AFA VIRTUAL Conference "Making A Difference"
09 Apr 2020 Postponed: Maricopa County Bar Association Estate Planning Probate & Trust Section/AFA Mixer
18 Oct 2019 2019 AFA FALL WORKSHOP
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 Board Nominations Opens
28 Jan 2014 Call for Leadership Awards Candidates
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