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Year: 2024
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1
January, 2024
Jan 17
Economic and Market Update: A Review and a Look at the Year Ahead - Kyle Burns, The Rikoon Group
February
Feb 21
Looming Sunset: Advising Clients on Estate Planning before 2026 - Vickie Wilcox
March
Mar 26
Dealing with Cultural Pieces in Estates - Kate Fitz Gibbon
2
April
Apr 17
Working with Your Client’s Healthcare Team - Christy Calderwood
May
May 16
Social Security Savvy - Brad Yablonsky
June
Jun 19
IRA Planning - Luke Britt
3
July
Jul 17
TBD
August
September
Sep 18
AI and Attorney Practices - Madison Jones
4
October
Oct 16
TBD
November
Nov 20
Mediation in Estate Planning - Karin Foster
December
2024 SPONSORS
CONTACT US
santafe.epc@gmail.com
www.sfestateplanning.com
P.O. Box 1992, Santa Fe, NM 87504
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