2026 Advisor Summit

Registration Information

Registration is now open for Phoenix Children’s 2026 Advisor Summit; a professional development experience designed for advisors and nonprofit professionals navigating the shifting terrain of wealth preservation, family dynamics, and philanthropic strategy.

Date: Thursday September 10, 2026
Time: 7:30 to 11:30 a.m.
Location: Arizona Country Club, 5668 E. Orange Blossom Lane, Phoenix
Registration fee:  $55 through September 30, 2025, $75 through July 31; $100 starting August 1- Non-profits receive a 25% discount.
CEU hours: 3

2026 Advisor Summit Overview

In today’s evolving advisory and philanthropic landscapes, technical expertise alone is no longer enough. Phoenix Children’s is pleased to invite you to our 2026 Summit “Five Steps to Family Engagement: An Advisor’s Guide”.

Donors increasingly seek and are growing to expect guidance on how to foster meaningful engagement across multiple generations, how to build healthy and resilient communication patterns, and sculpt family cultures rooted in philanthropy.  As families navigate the complexities of wealth transfer, behavioral finance principles offer critical insights into how emotions, biases, and family dynamics shape financial decision-making and legacy planning.

The summit introduces a practical, five-step framework designed to help advisors, gift-planners, and nonprofits navigate complex family dynamics and support donors in creating cohesive, purpose-driven family legacies. Grounded in behavioral science and neuroscience, this summit offers practical tools and insights for advisors to elevate their impact beyond traditional wealth preservation strategies to support families in aligning financial decisions with shared values and long-term goals. For nonprofits, this approach deepens donor engagement, strengthens mission-aligned partnerships, and how to strategically foster an intergenerational commitment to philanthropy.

As part of the summit, we will walk through these steps, pair each one with psychological and neuroscience findings and give examples and practical tips on how you can help guide families through this process to keep them fully engaged and committed to continuing to create an enduring intergenerational family legacy.

At the summit, you will:

• Build a toolkit of integrated behavioral science tactics into estate planning conversations to foster trust, transparency, and shared purpose.
• Master a framework for facilitating difficult conversations around wealth, values, and expectations using neuroscience-backed strategies.
• Engage in interactive sessions that provide practical tools and case studies to immediately implement advanced tax and planning strategies.
• Learn how to leverage philanthropic opportunities within the changing tax landscape to maximize donor benefits and charitable impact.
• Network with like-minded professionals who share a commitment to Phoenix Children’s and our community.
• Hear from Phoenix Children’s leadership to understand how philanthropy sustains the hospital’s mission and experience its impact through an interactive mission moment.

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 pre-approve CPE providers. This activity may qualify for up to 3 hours toward your CPE.

Nonprofits

Are you a nonprofit 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.

Summit Keynote Speaker

Stan Treger, PhD
Behavioral Insights Advisor
Northern Trust

With over 15 years of experience in behavioral science research and application, Stan brings a unique lens to financial decision-making and family engagement.

Stan serves as a Behavioral Insights Advisor at the Northern Trust Institute, where he applies behavioral science to empower clients in making independent financial decisions and strengthening family relationships. His work includes conducting original psychological research focused on financial decision-making.

Before joining Northern Trust, he was a Senior Behavioral Scientist at Morningstar. There, he led surveys and experimental research on the psychology of retirement, investing, and financial behavior, while also advising cross-functional teams on applying scientific methods to business challenges.

Stan’s academic background includes his role as an Assistant Teaching Professor at Syracuse University, where he taught psychology, mentored students, and directed a research lab. He has authored over two dozen academic and industry publications and presented at leading international conferences.

He holds a PhD in Psychological Science (Social Psychology) from DePaul University, a dual MS in Social and Quantitative Psychology from Illinois State University, and a BA in Psychology from Northern Illinois University.

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

* All media inclusion is subject to publication deadlines

* All sponsor inclusion is subject to publication deadlines