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Upcoming events

    • Thursday, May 16, 2024
    • 11:30 AM - 1:00 PM
    • Hilton Hotel, 100 Sandoval Street, Santa Fe, NM

    Savvy Social Security

    The Savvy Social Security presentation is geared towards Baby Boomers thinking about retirement.  They've probably paid Social Security tax for decades.  In fact we all pay in everytime we get a  paycheck yet most of us don't really understand how the system works.  There are hundreds of different ways to claim and people are leaving money on the table due to lack of eduction.  this presentation bridges the information gap and allows for informed, educationed decision making. 


     Brad Yablonsky is a financial advisor with RBC Wealth Management. His focus is Social Security and Medicare benefits and integrating those programs with the other moving parts and puzzle pieces of retirement planning. He is originally from New Jersey and travelled to Albuquerque in 2001 “just to visit” though now proudly calls it home. Brad graduated from Rutgers University and holds Series 7, Series 66 and Insurance licenses. He serves on the boards of La Vida Llena and the Senior Citizens Law Office. In his free time, he is a drummer and performs with a Pink Floyd tribute band called Pink Freud.


    • Wednesday, June 19, 2024
    • 11:30 AM - 1:00 PM
    • Hilton Hotel, 100 Sandoval Street, Santa Fe, NM


  • TBD

    • Wednesday, July 17, 2024
    • 11:30 AM - 1:00 PM
    • Hilton Hotel, 100 Sandoval Street, Santa Fe, NM


    • Wednesday, September 18, 2024
    • 11:30 AM - 1:00 PM
    • Hilton Hotel, 100 Sandoval Street, Santa Fe, NM


  • TBD

    • Wednesday, October 16, 2024
    • 11:30 AM - 1:00 PM
    • Hilton Hotel, 100 Sandoval Street, Santa Fe, NM


    • Wednesday, November 20, 2024
    • 11:30 AM - 1:00 PM
    • Hilton Hotel, 100 Sandoval Street, Santa Fe, NM


Past events

Wednesday, April 17, 2024 Working with Your Client’s Healthcare Team - Christy Calderwood
Tuesday, March 26, 2024 Dealing with Cultural Pieces in Estates - Kate Fitz Gibbon
Wednesday, February 21, 2024 Looming Sunset: Advising Clients on Estate Planning before 2026 - Vickie Wilcox
Wednesday, January 17, 2024 Economic and Market Update: A Review and a Look at the Year Ahead - Kyle Burns, The Rikoon Group
Thursday, November 16, 2023 Santa Fe Community Foundation (SFCF) - A Helpful Resource
Wednesday, October 11, 2023 'Business Succession Planning-Opportunities Missed' - Thomas Briones, J.D., LLM
Wednesday, September 20, 2023 Beneficiary Issues in Qualified Retirement Plans
Wednesday, July 19, 2023 The Probate Process in New Mexico
Wednesday, June 21, 2023 Spousal Limited Access Trusts - Why you should consider a SLAT
Wednesday, May 17, 2023 The Intersection of Special Needs Trusts & ABLE NM Accounts
Wednesday, April 19, 2023 “The 2023 Legislative Session – Governing is harder with lots of money.” Senator Peter Wirth
Wednesday, March 15, 2023 "Thoughts from Mayor Webber" - Mayor Alan Webber
Wednesday, February 15, 2023 Updates: SECURE ACT 2.0 and the Corporate Transparency Act - Vickie Wilcox
Wednesday, November 16, 2022 ‘Santa Fe Economic Development – An Overview’ - Rich Brown Director, Community and Economic Development
Wednesday, October 19, 2022 Estate Planning Seminar with Jonathan Blattmachr
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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