New Mexico Estate Planning Conference

New Mexico Estate Planning Conference

21 February 2020
Feb 21 7:30am - 4:30pm MST
The Canyon Club at Four Hills - 911 4 Hills Rd SE, Albuquerque, NM 87123, USA
New Mexico Estate Planning Conference
21 February 2020
Feb 21 7:30am - 4:30pm MST
The Canyon Club at Four Hills - 911 4 Hills Rd SE, Albuquerque, NM 87123, USA

About

The Albuquerque Community Foundations hosts a one-day seminar to provide a multitude of perspectives in the estate planning industry. Designed specifically for attorneys, bankers, investment advisors, estate planning and tax practitioners and financial partners. Our Speakers Ken LeachNell Graham SaleBill Ebel Kurt SommerDavid KassSara TraubRandy Royster Professional Credits Confirmed: CPE & CLEProfessional Credits Pending: CE, CFP, and Insurance

Speakers

Kurt Sommer
Kurt Sommer
Managing Partner
Sommer, Udall, Hardwick & Jones, P.A.
The Secure Act
David Kass
David Kass
Vice President, Government Affairs & Strategic Communications
Council on Foundations
Washington Update
Bill Ebel
Bill Ebel
CLU, ChFC, MSFS, AEP
Northwestern Mutual
Non-Estate Tax Uses of Life Insurance
Randy Royster
Randy Royster
President and CEO
Albuquerque Community Foundation
Community Impact through Estate Planning
Ken Leach
Ken Leach
Attorney
Kenneth C. Leach & Associates
Estate Planning 2020
Sara Traub
Sara Traub
Attorney
Pregenzer, Baysinger, Wideman & Sale, PC
Special Needs Planning
Nell Graham Sale
Nell Graham Sale
Of Counsel
Pregenzer, Baysinger, Wideman, Sale, PC
Ethical Issues with the Philanthropic Conservation (Ethics/Professionalism credit)

Sponsors

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