Estate & Retirement Planning Workshops

GCPA facilitates workshops on a variety of subjects related to Estate and Retirement Planning. Our workshops provide relevant, useful information in an interactive environment.  All workshops are offered free of charge to participants.  Workshop materials and refreshments will be provided also.

Register to attend an upcoming workshop in your area by clicking on a location below, or by calling
480-991-1055.


Estate Planning 101 - Estate Planning Basics

This workshop explores the complexities of proper planning for later years of life.  Activities will focus on learning the top 4 elements of an effective estate plan, including in-depth discussions of such issues as:

• Guardianship
• Conservatorship
• Long-term Care Insurance Issues
• Challenges of Joint Ownership and Wills 

University of Phoenix, Hohokam Campus - Thursday, September 16, 10:30 am

Estate Planning 201 - Creating a Legacy Plan

Participants will learn unique and creative ways to incorporate support of a church, charity or other organization into their estate plan. The workshop will also illustrate how charitable giving can provide tax benefits now, without reducing the inheritance to any potential heirs.  Upon completion, participants will have a basic understanding of the following concepts:

• Appreciated Property / Life Estate Gifts
• Charitable Remainder Trusts/Gift Annuities
• Life Insurance Gifts
• Gifting IRA Distributions
• Personal Family Funds

Workshop dates will be added as they are scheduled, please check back for updates.

If you would like GCPA to facilitate a workshop for your group or organization, please click here to send an email request for information.