Development

Basic Estate Planning Webinar – Why Do I Need an Estate Plan?

KJZZ, K-BACH, SPOT 127, and Sun Sounds of Arizona Legacy Societies, in partnership with Central Arizona Estate Planning Council, are pleased to present this FREE webinar on estate planning. Special thanks to Fennemore Craig for sponsoring this webinar. 

Panelists 
Susan Clupak, Fennemore Craig 
Stephen Barber, Northern Trust 
Mackenzie Rentschler, Eide Bailly 

Holistic Financial Planning Webinar

KJZZ and K-BACH public radio is pleased to present a conversation with the Central Arizona Estate Planning Council experts.

Hear from professionals including Stephen Taddie, Barry McBride, and Greg Cygan to get the full picture on holistic financial planning and ask questions about investments, taxes and insurance. 

KJZZ is a listener supported public radio station broadcasting to the Phoenix metropolitan area. The station features a commercial-free mix of local, national and world news, entertaining weekend shows, classic jazz and blues.

Estate Planning for Clients with Special Needs Webinar

KJZZ and K-BACH public radio is pleased to present a conversation with the Central Arizona Estate Planning Council. 

Discussion Topics 
What are the basics of setting up a special needs trust? 
What types of expenses can a family can use with a special needs trust? 
How do special needs trust distributions affect disability payments? 
Why should a professional manage the trust instead of a family member? 
What are the updates to special needs trust planning you should know? 

Panelists 

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