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Year: 2022
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1
January, 2022
Jan 19
2022 Market Outlook - Dan Burns, CFA
February
Feb 16
Legal/Estate Planning - Vickie Wilcox
March
Mar 16
New Mexico Legislative Update - Senator Peter Wirth
2
April
Apr 20
Basis and Income Tax Planning through Retained Interest - Griffin Bridgers, Attorney
May
May 18
Guardianship in New Mexico - Justice C. Shannon Bacon
June
Jun 15
Generation Skipping Planning with 529 Plans - Kurt Sommer, Attorney
3
July
Jul 20
Medical Aid in Dying and What it Means to Your clients - Barak Wolff
August
September
Sep 21
Medicare Update - Allyson Nathan, Founder/Principal Fortina Solutions, Inc
4
October
Oct 19
Save the Date - Info TBD Speaker Jonathan Blattmachr
November
Nov 16
Local Interest Update - Rick Brown, Director of Economic Development, City of Santa Fe, NM
December
CONTACT US
santafe.epc@gmail.com
www.sfestateplanning.com
P.O. Box 1992, Santa Fe, NM 87504
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