2025 Advisor Summit

Summit Registration

What's more fun than a summit on death and taxes? Registration is now open for Phoenix Children’s 2025 Advisor Summit, a professional development opportunity focused on wealth preservation strategies through tax optimization using philanthropic legislation.

Date: September 9, 2025
Time: 7:30 to 11:30 a.m.
Location: Arizona Country Club, 5668 E. Orange Blossom Lane, Phoenix
Registration fee: $75 through July 31; $95 starting August 1. Nonprofits receive a 25% discount.
CEU hours: 3

Registration for Nonprofits

Are you a nonprofit organization seeking additional information about gift planning, looking to network with professionals in the field or learn about optimizing your gift planning programs? Register now to enjoy additional benefits.

Summit Overview

Phoenix Children's is thrilled to unveil our 2025 Advisor Summit, “Mastering Asset Utilization: The Art of Tax and Wholistic Planning with S Corps, Real Estate and Beyond.” Having a thorough understanding of planning techniques is critical when assisting affluent clients with tax planning enhanced by the power of philanthropy.

Designed to meet the continuing education needs of financial, legal and philanthropic professionals, this summit aims to cover how to maximize your clients’ deductions through untapped assets such as real estate, agricultural assets, privately held C corporations, S corporations, LLCs, limited partnerships and other unique opportunities. Learn in approachable, highly interactive sessions from one of the nation’s leading experts in tax and legal implications for asset utilization, wholistic financial planning and philanthropic benefits.

At the summit, you will:

• Participate in educational sessions on planning strategies to maximize your clients’ deductions through untapped assets, led by keynote speaker Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®, founder and president, Charitable Solutions, LLC.
• Network with like-minded professionals who share a commitment to Phoenix Children’s and our community.
• Hear from Phoenix Children’s leadership about how philanthropy helps sustain the hospital’s mission and witness philanthropy’s impact via an interactive mission moment.

Earn your continued education:

• Develop expertise in managing complex asset structures such as LLCs, limited partnerships and closely held business entities to create tax-efficient strategies for high-net-worth clients.
• Learn how to leverage philanthropic opportunities within the changing tax landscape to maximize client benefits and charitable impact.
• Explore advanced planning strategies essential for financial, legal and philanthropic professionals to navigate the impending tax law changes effectively.
• Gain insights into the latest legal developments and tax policies impacting asset utilization and wealth planning, ensuring compliance and maximizing benefits for clients.
• Engage in interactive sessions that provide practical tools and case studies to immediately implement advanced tax and planning strategies.

Continuing Education Credit Information

Please note that a certificate of attendance will be provided.

• Event eligible for 3 hours CFRE, CLE, CPA, CFP continuing education.
• The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirements of specialists.
• This activity may qualify for up to 3 hours toward your annual CLE requirement for the State Bar of Arizona, including 3 hours of advanced level training in the area of Estate and Trust Law.
• The Arizona State Board of Accountancy does not preapprove CPE providers. This activity may qualify for up to 3 hours toward your CPE.

Keynote Speaker

Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®
Founder & President, Charitable Solutions, LLC

Bryan Clontz is the founder and president of Charitable Solutions, LLC, specializing in noncash asset receipt and liquidation, gift annuity reinsurance brokerage, actuarial gift annuity risk management consulting, emergency assistance funds, as well as virtual currency and life insurance appraisals/audits. He also serves as senior partner of Ekstrom Alley Clontz & Associates, a community foundation consulting firm in Tucson, Arizona.

Bryan is the founder of the Dechomai Foundation, Inc., and the Dechomai Asset Trust, two national donor-advised funds focusing on noncash assets generally and S-corp transactions, respectively. He is also the founder and president of the Emergency Assistance Foundation, Inc., a global charity that allows employers to create emergency assistance and disaster relief funds for their employees. As of 2020, EAF works with more than 300 employers and 10 million employees. Finally, Bryan created the National Gift Annuity Foundation, the largest national independent gift annuity platform.

Bryan has held multiple leadership roles in various nonprofit organizations, including as director of planned giving at United Way of Metropolitan Atlanta and vice president of advancement at the Community Foundation for Greater Atlanta. With a background in financial services, Bryan holds multiple degrees, including a Ph.D. in retirement and financial planning, and numerous professional designations, such as Certified Financial Planner and Chartered Advisor in Philanthropy.

He has taught graduate-level courses, served on several influential boards, and delivered over 2,000 presentations on charitable gift planning. Bryan is also an author, co-inventor of a risk management process for charitable gift annuities and has been quoted in major media outlets such as The Wall Street Journal and Forbes. His expertise spans areas including estate planning, financial services and nonprofit strategy.

Summit Sponsorship Opportunities

We're excited to offer corporate sponsorship opportunities for this event, providing companies with a platform to showcase their commitment to professional development and philanthropic advancement. By supporting this summit, sponsors can align their brand with a gathering focused on exploring opportunities in philanthropic tax optimization, essential for professionals navigating the complexities of estate and gift tax planning.

Your sponsorship not only demonstrates your dedication to empowering industry professionals but also provides valuable exposure to a targeted audience seeking to maximize opportunities amidst impending legislative shifts. Join us in making a meaningful impact on the professional development landscape while positioning your organization as a leader in supporting Phoenix Children’s.