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Upcoming events

Past events

Wednesday, September 21, 2022 "New Mexico Medicare Resources" -- Kris Winterowd
Wednesday, July 20, 2022 Guardianship in New Mexico - Chief Justice C. Shannon Bacon
Wednesday, June 22, 2022 Medical Aid in Dying and What it Means to Your clients - Barak Wolff
Wednesday, May 18, 2022 Generation Skipping Planning with 529 Plans - Kurt Sommer, Attorney
Wednesday, April 20, 2022 Basis and Income Tax Planning through Retained Interest - Griffin Bridgers, Attorney
Wednesday, March 16, 2022 New Mexico Legislative Update - Senator Peter Wirth
Wednesday, February 16, 2022 Legal/Estate Planning - Vickie Wilcox
Wednesday, January 19, 2022 2022 Market Outlook - Dan Burns, CFA
Wednesday, November 17, 2021 When Advisors and Non-Profits Work Together Everyone’s a Winner
Wednesday, October 20, 2021 INCAPACITY: ISSUES, IMPACTS and ETHICS
Wednesday, September 15, 2021 Update on Local and National Real Estate Trends
Wednesday, July 21, 2021 Savvy Social Security
Wednesday, July 21, 2021 2021 Real Estate Market Update
Wednesday, July 21, 2021 When Advisors and Non-Profits Work Together Everyone's a Winner
Wednesday, June 16, 2021 E-WILLS - The Changing Future of the Estate Planning Practice
Wednesday, May 19, 2021 BEHAVIORAL FINANCE
Wednesday, April 21, 2021 The Ins and Outs of Reverse Mortgages
Wednesday, March 17, 2021 BENEFITS OF CARE MANAGEMENT
Wednesday, February 17, 2021 2021 TAX UPDATE
Wednesday, January 13, 2021 NEW MEXICO LEGISLATIVE UPDATE - SENATOR PETER WIRTH
Wednesday, November 18, 2020 ELDER CARE RESOURCES AND THE OFFICE OF THE OMBUDSMAN IN NM
Thursday, October 29, 2020 SHIFTING THE PARADIGM: THE ESTATE PLANNER’S 2020 PLAYBOOK
Wednesday, September 16, 2020 The Markets of 2020: Where We Are, Where We’ve Been, and Where We May Be Going
Wednesday, July 15, 2020 Personal Property Reincarnation - Assisting Your Clients with Their Personal Possessions
Wednesday, June 17, 2020 Leveraging Long Term Care Insurance as an Essential Part of Your Retirement Planning
Wednesday, May 20, 2020 Social Security and Medicare

CONTACT US

santafe.epc@gmail.com
www.sfestateplanning.com

P.O. Box 1992, Santa Fe, NM 87504

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