Clarkston Capital

February Program Meeting

Date: Monday, February 2, 2026
Time: 7:00am - 12:15pm
Location: Gainey Ranch Golf Club, 7600 E Gainey Club Dr, Scottsdale, AZ 85258
Speaker: Mark R. Parthemer, JD, AEP, ACTEC Fellow

Add to My Outlook Calendar

Add to My Google Calendar

Thank you to our sponsors!

 

Tentative Topic: Estate Planning Potpourri - Current Developments, Heckerling Update, and Digital Asset Buffet 

Speaker: Mark R. Parthemer, JD, AEP, ACTEC Fellow

Mark R. Parthemer, JD, AEP, ACTEC Fellow, is Glenmede’s Chief Wealth Strategist and Florida Regional Director. He is responsible for developing and communicating Glenmede’s position and strategy concerning tax, estate planning and fiduciary matters pertinent to clients and their advisors, as well as cultivating growth and operations of Glenmede throughout Florida.

Prior to joining Glenmede, Mr. Parthemer served as Managing Director for TIAA and Managing Director and Senior Fiduciary Counsel for Bessemer Trust, working with ultra-high-net-worth clients to deliver sophisticated tax and estate planning advice and provide tailored guidance. His previous roles include law partner at Duane Morris, LLP, and Senior Tax professional at PricewaterhouseCoopers.

Mr. Parthemer is a Fellow of the American College of Trusts Estates Counsel, and President of Florida Bankers Association Trust and Wealth Management Division. He is also Group Vice Chair for the American Bar Association, RPTE Trusts and Estate Practice Group, and often faculty for the University of Miami’s prestigious Heckerling Institute. He earned a Bachelor of Arts and a Bachelor of Science from Franklin & Marshall College and Juris Doctor from The Dickinson School of Law, Penn State University.

Mr. Parthemer is a nationally recognized speaker and a frequently published author. He is an editor and columnist for both the Journal of Financial Services Professionals and the ABA’s Probate & Property magazine. He is often quoted on tax and estate planning matters in publications such as the Wall Street Journal, CNBC, Barron’s, Bloomberg Tax, and Kiplinger’s.

RSVP must be received by 12:00 p.m. on Wednesday, January 28, 2026. Registration will close at this time.


Submitting an RSVP for this event implies your agreement to the following COVID-19 policy.


Breakfast Menu

 


Schedule

  • 7:00 a.m. Registration & Breakfast
  • 8:00 a.m. Session I
  • 10:00 a.m. Break
  • 10:15 p.m. Session 2
  • 12:15 p.m. Program Concludes

Thank you to our sponsors!

 

 

Attendees understand and agree that their contact information may be shared with the event sponsor(s).


EVENT CONDUCT STATEMENT

The Central Arizona Estate Planning Council (“CAEPC”) is committed to providing all participants at our events with an inclusive and professional environment where they feel comfortable. These events include but are not limited to: educational programs and supplemental activities or programs included as a part of these events; webinars; and virtual and in-person board and committee activities and meetings; or presentations before local councils or to other organizations when speaking on behalf of CAEPC. Participants, who include attendees and their guests, volunteers, vendors, staff, and all others, are expected to conduct themselves in a manner that is welcoming, respectful and free from any form of discrimination, harassment, or retaliation. Disruptive or harassing behavior of any kind will not be tolerated. Participants asked to stop such behavior are expected to comply immediately. In keeping with our commitment to the health and safety of all participants, those who feel ill are asked not to attend in-person events or face to face activities. In the event that a participate feels unwell mid-conference, he/she/they are asked to refrain from attending any portion of the conference that includes face to face activities.


Attending without a reservation? Please read this.

 

See Upcoming Event Calendar