Professional Advisors Education & Wine Tasting Social

Professional Advisors Education & Wine Tasting Social

Charitable CE Credit Available

By Southwest Autism Research & Resource Center

Date and time

Thursday, May 16 · 3:45 - 6:15pm MST

Location

Southwest Autism Research & Resource Center (18th Street Campus)

300 North 18th Street Phoenix, AZ 85006

About this event

  • 2 hours 30 minutes

Professional advisors including attorneys, accountants, financial professionals, and planned giving officers are invited to attend an informative discussion on how to have essential tax and estate planning conversations with their clients.

Our event presenters will help you explore strategies to prepare your clients for retirement and the upcoming Estate Tax Sunset in 2025, which could impact their taxes in 2026.

After the presentation, attendees can look forward to networking and a social hour with refreshments and appetizers. Charitable CE credit available.

Schedule:

  • 3:45 p.m. | Registration
  • 4:00 p.m. | Program
  • 5:15-6:15 p.m. | Social Hour with Refreshments & Appetizers

Presenters:

  • Susan Hirshman CFA®, CFP®, CPA: Director, Wealth Management, Charles Schwab
  • Katherine Iacarella, J.D.: Director, Advanced Client Strategies, Renaissance Financial

Event Contact:

For questions, please contact Beth Salazar at 602-574-7845 or BSalazar@autismcenter.org

Tags

Organized by

Southwest Autism Research & Resource Center

Established in 1997, Southwest Autism Research & Resource Center (SARRC) is an internationally recognized nonprofit that conducts innovative research, provides evidence-based practices, disseminates effective training and builds inclusive communities for individuals with autism and their families. SARRC is dedicated to autism research, education, evidence-based treatment, and community outreach. Additionally, SARRC is one of the only autism organizations in the world that provides a lifetime of services for individuals and their families while also conducting cutting edge research.

To learn more visit our website at autismcenter.org.