Each summer, the Community Foundation for Southern Arizona (CFSA) partners with the Southern Arizona Estate Planning Council (SAEPC) to host a special learning series for Professional Advisors. This includes attorneys, accountants, trust and investment advisors, insurance brokers, and financial planners who want to deepen their knowledge and stay current on issues that matter to their clients. It’s a chance to connect with peers, expand your expertise, and gain practical strategies to help clients in meaningful ways.
2026 Sessions
Session I: Planning with Real Estate
Date: Friday, June 24, 2026
Time: 8:00 AM to 11:30 AM
Location: Community Foundation for Southern Arizona Campus 5049 E Broadway Blvd, Tucson, AZ 85711
Register Here
Session II: International Estate Planning
Date: Friday, August 14, 2026
Time: 8:00 AM to 11:30 AM
Location: Community Foundation for Southern Arizona Campus 5049 E Broadway Blvd, Tucson, AZ 85711