Welcome!

2025 Annual Spring Conference
Thursday March 27 - Friday March 28, 2025
Desert Willow Conference Center | Phoenix, AZ

Click Here to Register Now!


Thursday March 27, 2025


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

9:00 - 10:15 am | Opening Keynote
Arnold vs Sarn: Then and Now – Charles “Chick” Arnold, Retired Partner and former Maricopa County Public Fiduciary, Josh Mozell, Esq., Mozell Law Group and Anne C. Ronan, Arizona Center for Law in the Public Interest
Sponsored by


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

10:45 am – 12:00 pm | General Session 2
The Ethical Use of AI in Your Fiduciary Practice - Kent S. Berk, Esq., Berk Law Group, Chief Judge Gass (Div. 1 AZ Court of Appeals) and Lynda C. Shely, Esq., Rosing Pott & Strohbehn
Sponsored by

12:15  – 1:15 pm |  Networking Lunch
Sponsored by

1:15 – 2:15 pm | Breakout Sessions
Breakout Session 1A: Arnold vs Sarn: What’s Next?

Charles “Chick” Arnold & Josh Mozell, Esq. and Anne C. Ronan, Esq.

Breakout Session 1B: VA Aid & Attendance
Sandy Messer, CEO, Long Term Assurance, LLC

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

2:45 pm – 3:45 pm | Breakout Sessions

Breakout Session 2A: Prevent, Protect, Comply: A Fiduciary’s Guide to IT Security - Fady Salama, President, Simplify ITA-Z

Breakout Session 2B: ALTCS
Sandy Messer, CEO, Long Term Assurance, LLC

4:45 pm – 4:00 pm | Afternoon Break/Visit with Exhibitor

4:00 pm – 5:00 pm | General Session 3: Litigation 2.0 - Matthew Gobbato, Esq. & Zach Mushkatel, Esq.
Mushkatel, Gobbato, & Kile, PLLC, Scottsdale, AZ
Sponsored by


 

Friday March 28, 2025


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

9:00 - 10:30 am | General Session 4: Generational Planning for Families with a Disabled Child: A Fiduciary's Role in Building Lasting Support – Emily Taylor, Esq., Emily R. Taylor PLLC
Sponsored by

10:30 – 11:00 am | Break/Visit with Exhibitors

11:00 am – 12:15pm |  General Session 5 –How Individuals with a Mild Neurocognitive Disorder Can Fly Under the Radar - Ruby Howard, Psy.D, Desierto Psychological PLLC

12:15 – 1:15 pm | AFA Annual Meeting & Awards Lunch
Sponsored by

1:15 – 2:30 pm | Breakout Sessions

Breakout Session 3A: Balancing Autonomy and Advocacy: Guardianship in the World of Serious Mental Illness - Ruby Howard, Psy.D.

Breakout Session 3B: Best Practices for Fiduciary Inventory & Accountings - Spencer Wilkinson, Esq., JacksonWhite Law

2:30 - 3:00 pm | Afternoon Break/Visit with Exhibitors

3:00 - 4:00 pm | Closing General Session 6 - Religious/Cultural Practices, Communication Tools and Resources to Support our Wards Death & Dying Choices - Leann Thrapp, End of Life Doula, Chaplain Alfonso Pitters Hospice of the Valley and Gwen Barton (Invited)


Upcoming events

    • 27 Mar 2025
    • 28 Mar 2025
    • Desert Willow Conference Center
    Register

    AFA 2025 Spring Conference

    Sponsorship Opportunities

    March 27 – March 28, 2025

    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 in the Spring Conference

    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 in the Spring Conference

     

    AFA Silver Sponsor- $4,000 (2 Left)

    • 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 in the Spring Conference

     

    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 advertisement in the Spring Conference
     
    • 27 Mar 2025
    • 8:00 AM
    • 28 Mar 2025
    • 4:00 PM
    • Desert Willow Conference Center
    Register

    2025 Annual Spring Conference 

    Thursday March 27 - Friday March 28, 2025
    Desert Willow Conference Center | Phoenix, AZ

    Registration Now Open

    Thursday March 27, 2025

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

    9:00 - 10:15 am |
    Opening Keynote
    Arnold vs Sarn: Then and Now
    Charles “Chick” Arnold, Retired Partner and former Maricopa County Public Fiduciary, Josh Mozell, Esq., Mozell Law Group and Anne C. Ronan, Arizona Center for Law in the Public Interest

    Sponsored by


    10:15 – 10:45 a
    m | Break/Visit with Exhibitors

    10:45 am – 12:00 p
    m | General Session 2
    The Ethical Use of AI in Your Fiduciary Practice
    - Kent S. Berk, Esq., Berk Law Group, Chief Judge Gass (Div. 1 AZ Court of Appeals) and Lynda C. Shely, Esq., Rosing Pott & Strohbehn

    Sponsored by

    12:15  – 1:15 pm |  Networking Lunch

    Sponsored by

    1:15 – 2:15 pm | Breakout Sessions

    Breakout Session 1A: Arnold vs Sarn: What’s Next?
    Charles “Chick” Arnold & Josh Mozell, Esq. and Anne C. Ronan, Esq.

    Breakout Session 1B: VA Aid & Attendance
    Sandy Messer, CEO, Long Term Assurance, LLC

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

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

    Breakout Session 2A: Prevent, Protect, Comply: A Fiduciary’s Guide to IT Security -
    Fady Salama, President, Simplify ITA-Z

    Breakout Session 2B: ALTCS
    Sandy Messer, CEO, Long Term Assurance, LLC

    4:45 pm – 4:00 p
    m | Afternoon Break/Visit with Exhibitor

    4:00 pm – 5:00 p
    m | General Session 3:
    Litigation 2.0
    - Matthew Gobbato, Esq. & Zach Mushkatel, Esq.
    Mushkatel, Gobbato, & Kile, PLLC, Scottsdale, AZ

    Sponsored by

    Friday March 28, 2025

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

    9:00 - 10:30 a
    m | General Session 4: Generational Planning for Families with a Disabled Child: A Fiduciary's Role in Building Lasting Support Emily Taylor, Esq., Emily R. Taylor PLLC

    Sponsored by

    10:30 – 11:00 am | Break/Visit with Exhibitors

    11:00 am – 12:15p
    m |  General Session 5 –
    How Individuals with a Mild Neurocognitive Disorder Can Fly Under the Radar
    - Ruby Howard, Psy.D, Desierto Psychological PLLC

    12:15 – 1:15 pm | AFA Annual Meeting & Awards Lunch

    Sponsored by

    1:15 – 2:30 pm | Breakout Sessions

    Breakout Session 3A: Balancing Autonomy and Advocacy: Guardianship in the World of Serious Mental Illness
    - Ruby Howard, Psy.D.

    Breakout Session 3B: Best Practices for Fiduciary Inventory & Accountings - Spencer Wilkinson, Esq., JacksonWhite Law

    2:30 - 3:00 pm | Afternoon Break/Visit with Exhibitors

    3:00 - 4:00 pm
    | Closing General Session 6 - Religious/Cultural Practices, Communication Tools and Resources to Support our Wards Death & Dying Choices - Leann Thrapp, End of Life Doula, Chaplain Alfonso Pitters Hospice of the Valley and Gwen Barton (Invited)


         
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