SOUTHERN ARIZONA ESTATE PLANNING COUNCIL

Event Schedule

 8:00 am - 9:00 am            Check-in and Hosted Continental Breakfast

 9:00 am - 9:15 am            Welcome/Introductions

 9:15 am - 11:00 am          Stephanie Loomis Price - Partnership Defense/Audit - Defending

                                               Transfer Tax Returns with Closely Held Interests

11:00 am - 11:15 am          - break -

11:15 am - 12:15 pm         Stephanie Loomis-Price - Valuation - How to Read and Critique an

                                              Appraiser’s Appraisal

12:15 pm - 1:15 pm           Hosted Lunch by Raskob Kambourian Financial Advisors, Ltd.

 1:15 pm - 2:45 pm            John C. Vryhof - Estate Planning for Artists and Collectors

 2:45 pm - 3:00 pm            - break -

 3:00 pm - 4:00 pm            Craig H. Wisnom, Colleen Cacy, Lauren Talkington - Estate Planning for

                                              Guns and Digital Assets

 4:00 pm - 4:45 pm            Hosted Reception

This seminar is designed to qualify for 5 to 6 hours of Continuing Education, CLE, CPE or CTFA credit, depending upon the certifying authority.

Check with your licensing or certification authority to determine if you will be granted CE hours.

SAEPC is applying for 6 CFP® continuing education credits (3 for morning and 3 for afternoon).

CANCELLATION POLICY

Cancellation by 1/20/17, refund minus $100.

Any time through 1/20/17, a registration may be transferred to another person for $60 plus any

applicable difference in fees.

After 1/20/17, no refunds or transfers.

Any cancellations mailed in must be received on or before the cancellation deadline date.

All cancellations must be in writing.

The registration is a package fee. There are no adjustments for not attending lunch or for attending only a portion of the presentation.

SAEPC thanks and commends the following sponsors of our 2017 Estate Planners’ Day for their dedication to the discipline of Estate Planning.

GOLD SPONSORS

Community Foundation for Southern Arizona

CFA Society of Tucson

LUNCH SPONSOR

Raskob Kambourian Financial Advisors Ltd.

SILVER SPONSORS

BMO Private Bank       

Pinnacle Plan Design, LLC

Mission Management & Trust Co.

TCI Wealth Advisors

FLASH DRIVE SPONSOR

Robert B. Fleming - Fleming & Curti, PLC

RECEPTION SPONSOR

Life Care Funding

BRONZE SPONSORS

Wells Fargo Wealth Management Group

Roediger Hoff

The Northern Trust Company

Bogutz & Gordon, PC

Snell & Wilmer

Regier Carr & Monroe LLP