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Jonathan M. Morrison
Senior Partner, Tax & Family Wealth
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| Oct 16, 2024 |
Debra Polly
Director, Fennemore
"Implications of 5-Corporation Stock Ownership in Estate and Trust Administration"
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| Nov 20, 2024 |
Robert Sewell
Davis | Miles, Attorneys at Law
"Bullet Proof Estate Plan"
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| Jan 15, 2025 |
Max Casey Unbiased Options "How Realtors and Investors can Violate your Clients Fiduciary Duty"
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Feb 19, 2025
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Phoebe Moffatt, Sacks Tierney Ashley Case, Tiffany & Bosco
"Sunsetting TCIA"
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| Mar 19, 2025 |
Trent Woods Woods Law "Firearm Planning"
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| April 16,2025 |
"Joint Program with the Financial Planning Association of Greater Phoenix"
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| May 21, 2025 |
Pat Sallen Ethics at Law "Ethics: Confidentiality, Diminished Capacity/Undue Influence, & Conflicts of Interest"
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