Estate Planner’s Day 2026

Date: Friday, January 23, 2026
Time: 8:00am - 4:00pm
Location: Hacienda Del Sol Guest Ranch Resort, 5501 N. Hacienda del Sol Rd. Tucson, AZ., 85718
Speaker: Jordon Rosen, Belfint, Lyons & Shuman, P.A; Theresa De Leon, Arden Trust; Susan T. Bart, Arentfox Schiff LLP

Add to My Outlook Calendar

Add to My Google Calendar

Handouts Available

Jordon Rosen, Belfint, Lyons & Shuman, P.A.
Theresa De Leon, Arden Trust 
Susan T. Bart, Arentfox Schiff LLP

 

 

Estate Planning for the 99% of Us - Jordon Rosen

Panel Discussion- Fiduciaries: What makes them unique and their stories to learn from - Moderator: Theresa De Leon with panelists:  Rachel Sass, Northern Trust; Ana Perez Arrieta, Bogutz and Gordon; Bridget O’Brien Swartz, Mission Management & Trust; Nicole Meade Jensen & Sarah Heisler Singer, Providia Partners

529 Accounts: Not Just for College Anymore - Susan T. Bart
 

 

About Speake

Registration will open soon

SAEPC Member - $285

Non-Member - $385

Non-Member + SAEPC Membership Jan 2026 - June 2026 $465

 

Cancellation policy

Cancellation by 1/2/26 — Refund minus $100 
    through 1/2/26, a registration may be transferred to another person for $60 plus any applicable difference in fees.

After 1/15/26, no refunds or transfers

 

 

See Upcoming Event Calendar