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Registration Information
Registration is now open for Phoenix Children’s 2024 Advisor Summit, a professional development opportunity focused on wealth preservation strategies through tax optimization using philanthropic legislation.
Date: September 12, 2024
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
CEU hours: 3
At the summit, you will:
- Hear from Phoenix Children’s leadership about how philanthropy helps sustain the hospital’s mission.
- Participate in educational sessions on planning strategies vital before the sunset of the Tax Cuts and Jobs Act, led by keynote speakers Brad B. Gornto, Esq., LL.M, President & Founder, Gornto Law, PLLC – iCLAT Solutions, LLC – Effectual Giving, LLC, and Jonathan Morrison, Senior Partner, Frazer Ryan Goldberg & Arnold LLP.
- Network with like-minded professionals who share a commitment to Phoenix Children’s and our community.
Earn your continued education:
- Gain insights into innovative approaches and best practices for optimizing gift and estate tax planning strategies in anticipation of the 2026 tax law changes.
- 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.
- Learn planning options for clients who are scheduled to see their gift and estate exemptions reduced at the end of 2025.
Event eligible for 3 hours CFRE, 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 pre-approve CPE providers. This activity may qualify for up to 3 hours toward your CPE.
Certificates of attendance will be provided.
Non-Profits
Are you a non-profit organization seeking additional information about gift planning, looking to network with professionals in the field or optimize your gift planning programs? Register now to enjoy additional benefits.
Sponsorship Opportunities*
A Partnership with Purpose
Over the past 40 years, Phoenix Children’s has become a trusted national brand, synonymous with pediatric excellence. More than 50% of the children we care for come to us with no private health coverage. Thanks to philanthropy, we accept all patients, regardless of their ability to pay. Your sponsorship helps us care for the most vulnerable and fulfill our mission to provide hope, healing and the best healthcare for children and their families.
Sponsoring this Phoenix Children’s event allows you to:
• Build your brand and increase your exposure to wealth managers and estate planners throughout Arizona
• Offer insights to thought leaders in wealth management and philanthropic tax optimization
• Leave a legacy and make an immediate impact on Phoenix Children’s mission
$7,500 | Headline Sponsor
- Opportunity for a five-minute presentation at event and reserved space for six participants
- Name or logo listed on event website with link to company website
- Name or logo on event signage
- Name or logo listed on event emails
- Full page advertisement in event program
- Inclusion in social media for event
- Opportunity to participate in a private tour of Phoenix Children’s
$5,000 | Speaker Sponsor Reserved by Braun Cathie Kruzel PC
- Opportunity for a two-minute presentation at event and reserved space for four participants
- Name or logo listed on event website with link to company website
- Name or logo on event signage
- Name or logo listed on event emails
- Half page advertisement in event program
- Inclusion in social media for event
- Opportunity to participate in a private tour of Phoenix Children's
$1,500 | Breakfast Sponsor Reserved by Brighton Jones
- Reserved space for two participants
- Name or logo listed on event website with link to company website
- Quarter page advertisement in event program
- Inclusion in social media for event
$500 | Program Sponsor
- Reserved space for one participant
- Quarter page advertisement in event program
2024 Advisor Summit Overview
Phoenix Children's is thrilled to unveil our 2024 Professional Education Summit: “Gift & Estate Tax Planning in Advance of 2026 Tax Law Changes.” Designed to meet the continuing education needs of financial, legal, and philanthropic professionals, this summit aims to delve into the crucial planning strategies vital before the sunset of the Jobs and Tax Cut Act.
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.
2024 Summit Keynote Speakers
Brad B. Gornto, Esq., LL.M,
President & Founder, Gornto Law, PLLC – iCLAT Solutions, LLC – Effectual Giving, LLC
Brad Gornto has practiced law throughout Florida for 24 years in the areas of complex estate & charitable planning, business law, probate and trust administration, and income tax planning. In addition to his law practice, Brad is also the President and Founder of iCLAT Solutions, LLC, which specializes in design, drafting and consulting services of “reversionary” charitable lead trusts for individuals, professional advisors, attorneys, charities, ministries, and donor advised fund sponsors across the country. Brad earned his B.S. in Marketing from Florida State University, his law degree from the University of Florida College of Law, and his LL.M In Taxation from the University of Miami School of Law. Brad currently serves on the Board of Directors of the National Association of Charitable Gift Planners and is the current Chair of its Government Relations Committee.
President & Founder, Gornto Law, PLLC – iCLAT Solutions, LLC – Effectual Giving, LLC
Brad Gornto has practiced law throughout Florida for 24 years in the areas of complex estate & charitable planning, business law, probate and trust administration, and income tax planning. In addition to his law practice, Brad is also the President and Founder of iCLAT Solutions, LLC, which specializes in design, drafting and consulting services of “reversionary” charitable lead trusts for individuals, professional advisors, attorneys, charities, ministries, and donor advised fund sponsors across the country. Brad earned his B.S. in Marketing from Florida State University, his law degree from the University of Florida College of Law, and his LL.M In Taxation from the University of Miami School of Law. Brad currently serves on the Board of Directors of the National Association of Charitable Gift Planners and is the current Chair of its Government Relations Committee.
Jonathan Morrison
Senior Partner, Frazer Ryan Goldberg & Arnold LLP
Jonathon Morrison’s practice is focused on tax, business and estate planning for clients with large or complex estates. With over 15 years of experience, Jonathan has amassed a comprehensive understanding of estate and tax planning strategies. His proficiency extends to developing sophisticated estate planning solutions tailored to the needs of high-income and high-net-worth clients. These solutions encompass income tax and estate tax minimization, charitable giving, business exit and succession planning, as well as asset protection. Jonathan earned his B.S. in Accounting and Finance from the University of Arizona Eller College of Management, and his law degree from the University of California Hastings College of Law.
Senior Partner, Frazer Ryan Goldberg & Arnold LLP
Jonathon Morrison’s practice is focused on tax, business and estate planning for clients with large or complex estates. With over 15 years of experience, Jonathan has amassed a comprehensive understanding of estate and tax planning strategies. His proficiency extends to developing sophisticated estate planning solutions tailored to the needs of high-income and high-net-worth clients. These solutions encompass income tax and estate tax minimization, charitable giving, business exit and succession planning, as well as asset protection. Jonathan earned his B.S. in Accounting and Finance from the University of Arizona Eller College of Management, and his law degree from the University of California Hastings College of Law.
* All media inclusion is subject to publication deadlines
For more information, contact Nicola Lawrence, Associate Vice President of Philanthropic Advising, at 602-933-0984 or giftplanning@phoenixchildrens.com.
