Welcome!


Upcoming events

    • 26 Mar 2026
    • 8:00 AM
    • 27 Mar 2026
    • 5:00 PM
    • Desert Willow Conference Center

    AFA 2026 Spring Conference

    Sponsorship Opportunities

    March 26 – March 27, 2026

    Desert Willow Conference Center


    AFA Platinum Sponsor- $6,000 (Sold Out)

    • Sponsorship of the one Opening Keynote/General Session & one Morning Coffee Break
    • Opportunity to make a brief presentation - up to three (3) minutes - during opening remarks and introduce Keynote Speaker.
    • Recognition as a Platinum Sponsor on the AFA Website Home Page/Conference Materials – with LOGO & WEBSITE LINK displayed prominently on all printed/electronic materials.
    • A 6-ft exhibit table in PRIME location in Exhibit Hall.
    • Opportunity to provide a promotional item (i.e. pens, coffee mugs, etc.) to each attendee at the registration desk or in the plenary meeting room
    • A FULL-PAGE ADVERTISEMENT/INSERT 

    AFA Gold Sponsor- $5,000 (Sold Out)

    • Sponsorship of one Lunch
    • An opportunity to make a brief two (2) Minute welcome/address at the Lunch.
    • Recognition as a Gold Sponsor on the AFA Website Home Page/Conference Materials – with LOGO & WEBSITE LINK displayed prominently on all printed/electronic materials.
    • Opportunity to place marketing items (i.e. pens, mugs, etc.) on the tables at lunch.
    • A 6-ft exhibit table in PRIORITY location in Exhibit Hall.
    • A HALF-PAGE ADVERTISEMENT/INSERT 

     

    AFA Silver Sponsor- $4,000 (4 available)

    • Sponsorship of one General/Plenary Session
    • An opportunity to make a brief one (1) Minute Presentation - and introduce the presenter/panel of your assigned plenary session at our Spring Conference.
    • Recognition as a Silver Sponsor on the AFA Website Home Page/Conference Materials – with LOGO & WEBSITE LINK displayed prominently on all printed/electronic materials.
    • Opportunity to place marketing items (i.e. pens, mugs, etc.) on the tables in your assigned plenary session.
    • A 6-ft exhibit table in PRIORITY location in Exhibit Hall.
    • A HALF-PAGE ADVERTISEMENT/INSERT 

     

    AFA Exhibitor - $2,000

    • Recognition as an Exhibitor on the AFA Website Home Page/Conference Materials –
    • Two complimentary registrations for the Spring Conference (RSVP required)
    • A 6-ft exhibit table in the Exhibit Hall.

     

    Event Advertiser - $600

    • FULL-PAGE ADVERTISEMENT/INSERT
     
    • 26 Mar 2026
    • 8:00 AM
    • 27 Mar 2026
    • 4:00 PM
    • Desert Willow Conference Center
    Register

    2026 Annual Spring Conference 

    Desert Willow Conference Center | Phoenix, AZ 
    Tentative Schedule of Events
    March 26-27, 2026

    Thursday, March 26, 2026

     8:00 am – 9:00 am
    Registration/Continental Breakfast/Visit with Exhibitors

     9:00 am - 10:15am | Keynote

    Respecting and Valuing Your Profession and Colleagues:
    Communication is Key
    Joyce McHugh, LCSW, Advocated Care Services

    Sponsored by:

    10:15 am – 10:45 am | Break/Visit with Exhibitors

    10:45 am – 12:00 pm | General Session

    Beyond the Diagnosis: Capacity, Autonomy, and
    Clinical Insight in Fiduciary Decision-Making
    Salim A. Shleef, Esq., Becker & House and
    Danielle E. Eagan, Ph.D., ABPP-CN, Encanto Neuropsychology, PLLC (Invited)

    Sponsored by:



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

    Sponsored by:

    1:15 pm – 2:15 pm | Breakout Sessions

    Setting Boundaries to Prevent Burnout
    Joyce McHugh, LCSW, Advocate Care Services

    An Alzheimer's Update
    From the Alzheimer’s Association Desert Southwest Chapter

    2:15 pm – 2:45 pm | Break/Visit with Exhibitors

     2:45 pm – 3:45 pm | Breakout Sessions

    Processing Secondary Trauma
    Jean Llamas, MSN, RN, NCG, Care Navigators

    The Fundamentals of Special Needs Trusts (SNTS)
    Jim Wolverton, TrueLink

     3:45 pm – 4:00 pm | Break/Visit with Exhibitors

    4:00 pm – 5:00 pm | General Session 
    From Private to Public: Nominating Arizona’s Fiduciary of Last Resort
    Deborah Primock, DPS Fiduciary Services, Martelle Olsen, Sterling Case Management, Heidi Ernst, Maricopa County Public Fiduciary, Rashida Sumihnski, Coconino Public Fiduciary and Juliann DuBerry, Maricopa County Deputy Attorney

    Friday, March 27, 2026

    8:00 am – 9:00 am | Registration/Continental Breakfast/Visit with Exhibitors

    9:00 am - 10:15am | Keynote
    Limiting Your Liability: 
    Legal Tools and Practical Strategies for Minimizing Exposure
    Andrea Burnett O'Neil, Esq., Becker & House,PLLC

    Sponsored by:

    10:15 am – 10:45 am | Break/Visit with Exhibitors

     10:45 am – 12:00 pm | General Session
    ALTCS Planning/Miller Trust
    Charlotte Johnson, Esq., Elder Law of Arizona

    Sponsored by:

     

    12:00 pm – 12:45 pm | Networking Lunch

    Sponsored by:



    12:45 pm – 1:45 pm | Breakout Sessions

    Reducing Your Risk by Protecting Your Client in Real Estate Transactions
    Chris Carter Kent

    Understanding Tribal Adult Guardianship: Respecting Sovereignty and Centering Elder Protection
    Peggy Jo Archer, Director of Elder Justice Projects and Judith Kozlowski
    International Association for Indigenous Aging (IA2)

     1:45 pm – 2:15 pm | Break/Visit with Exhibitors

    2:15 pm – 3:15 pm | General Session

    Data-Driven Adult Guardianship:
    Building a Case Acuity Scale in Maricopa County
    Heidi Ernst, Esq., Maricopa County Public Fiduciary

     3:15 3:30 pm | Break/Visit with Exhibitors

    3:30 pm – 4:30 pm | Closing General Session

    Elder and Dependent Adult Financial Abuse and Legal Remedies
    Spencer M. Wilkinson, Esq.,JacksonWhite

    Anticipated CEU Hours: 11 Total CEUS (5.5 Each Day(   Ethics Credit Pending.


         
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