CENTRAL ARIZONA ESTATE PLANNING COUNCIL

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Topic: Raising Children in Affluence:  The Four Lessons of Wealth

Although American parents and grandparents are currently raising their descendants in the financially wealthiest time in human history, much of the teaching and education about wealth is haphazard at best and harmful at worst. Too often, heirs raised in a luence learn how to enjoy the consumption of wealth without gaining adequate knowledge about the more critical issues surrounding it. This presentation focuses on the four essential lessons of wealth that should be taught to every person: 1. The Trappings of Wealth, 2. The Trials of Wealth, 3. The Tools of Wealth, and 4. The Transcendence of Wealth. It provides practical ways to teach these lessons, ensuring that successive generations have the perspective, tools, and insights needed to maximize the opportunities that wealth can o er. Additionally, it discusses methods for families to provide their children and grandchildren with greater levels of clarity and authenticity. NOTE: Can include the children’s book Dudley’s Castle as a resource, which is a story of a child who is raised in a luence and who learns these incredibly valuable lessons.   

Speaker: David York

David R. York is an Attorney, Certified Public Accountant and Managing Partner with the Salt Lake City law firm of York Howell. David practices law in the areas of estate planning, tax, business planning, and non-profit entities. He is a Fellow with the American College of Trust and Estate Counsel (ACTEC) and is the Dean of Legacy with the Purposeful Planning Institute. David has extensive experience in designing and implementing advanced wealth planning strategies for ultra high net worth clients. He also has extensive experience working with charitable planning, purpose trusts, private trust companies, and advanced trust planning. David has spoken to hundreds of public groups and professional organizations, including Ted, Q Commons, Stanford University, the Purposeful Planning Institute, Million Dollar Roundtable, AALU National Conference, Hawaii Tax Institute, and Investments & Wealth Institute.

He is the co-author of three books, The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World, Entrusted: Building a Legacy That Lasts and Riveted: 44 Values that Change the World. In 2024, he also wrote a children’s book, Dudley’s Castle. He has written for Trusts & Estates Magazine, Estate Planning Magazine and Investments and Wealth Monitor. In 2017, YHG was recognized as an Inc. 5000 Company.

He also co-founded Corenology, a software as a solution (SaaS) technology company that provides qualitative tools and resources that allow financial professionals to help their clients with identifying and understanding their unique values so they can connect purpose and planning.

David currently serves on the Board of Directors of Holding Out HELP and Healing Nations. He lives in the Salt Lake City, Utah area with his wife Mindy and their five children, Emma, John, Samuel, Hudson and Avery.

To view David’s Ted Talk: www.ted.com/talks/david_york_a_new_way_to_think_about_inheritance

RSVP must be received by 12:00 p.m. on Wednesday, February 25, 2026. Registration will close at this time.

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

Dinner Menu

SALAD

ENTREE

DESSERT

Schedule

• 5:00 p.m. Networking
• 6:00 p.m. Dinner
• 6:20 p.m. Announcements
• 6:30 p.m. Program
• 7:30 p.m. Program Concludes

Thank you to our sponsor!

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.

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