Annual New Mexico Estate Planning Conference
About Us
Annual New Mexico Estate Planning Conference
About Us
About Us
Annual New Mexico Estate Planning Conference
The Annual New Mexico Estate Planning Conference is 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 planners. Continuing education credits pending.
Friday, March 7, 2025
CNM Workforce Training Center | 5600 Eagle Rock Avenue NE
9:00 AM - 5:30 PM
For more information or special inquiries, please contact Kelsey Martin, Development Manager.
Registration Information
Regular Registration - $200 / Regular Registration with Printed Manual - $205
- 7 educational sessions
- 7 State Bar Credits: 5.0 G, 1.0 EIJ, and 1.0 E
- 7 OSI and 7 CFP CLE Credits
- Breakfast and lunch provided
- Digital manual provided
Sponsorship - $500
- Logo included in all marketing materials from the time of sponsorship
- Logo advertised on screen at conference
- Logo and one-page advertisement available in conference materials (1 complimentary registration)
- If sponsoring firm is represented by the speaker, one complimentary registration in addition to the speaker will be offered
- Discounted registration price ($175/ticket) guaranteed for all attendees from sponsor firm
2025 Speakers
John Atwood, Cardinal Trust
How Do I Effectively Communicate with a Client or Beneficiary? What If I Have to Give Them “Unpleasant News
Brad Justice, Justice Financial
Flexible Uses of Life Insurance in Estate Planning
Feliz Martone, Martone Law Firm
Disability Planning Unpacked: Focus on Special Needs Planning Tools
Stella Pederson, Heritage Trust Company of New Mexico
Ethical Issues in Estate and Trust Administration
Sara Traub, Traub Law NM
ABCs of Estate Planning with Retirement Accounts
Ken Leach, Roybal Mack & Cordova, PC
Planning in Uncertainty
Sarah Jaeger, Weems Hazen Law
Equitable Estate Planning through a Trauma-Informed Lens
2025 Sponsors
The Annual New Mexico Estate Planning Conference is 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 planners. Continuing education credits pending.
Friday, March 7, 2025
CNM Workforce Training Center | 5600 Eagle Rock Avenue NE
9:00 AM - 5:30 PM
For more information or special inquiries, please contact Kelsey Martin, Development Manager.
Registration Information
Regular Registration - $200 / Regular Registration with Printed Manual - $205
- 7 educational sessions
- 7 State Bar Credits: 5.0 G, 1.0 EIJ, and 1.0 E
- 7 OSI and 7 CFP CLE Credits
- Breakfast and lunch provided
- Digital manual provided
Sponsorship - $500
- Logo included in all marketing materials from the time of sponsorship
- Logo advertised on screen at conference
- Logo and one-page advertisement available in conference materials (1 complimentary registration)
- If sponsoring firm is represented by the speaker, one complimentary registration in addition to the speaker will be offered
- Discounted registration price ($175/ticket) guaranteed for all attendees from sponsor firm
2025 Guest Speakers
John Atwood, Cardinal Trust
How Do I Effectively Communicate with a Client or Beneficiary? What If I Have to Give Them “Unpleasant News
Brad Justice, Justice Financial
Flexible Uses of Life Insurance in Estate Planning
Feliz Martone, Martone Law Firm
Disability Planning Unpacked: Focus on Special Needs Planning Tools
Stella Pederson, Heritage Trust Company of New Mexico
Ethical Issues in Estate and Trust Administration
Sara Traub, Traub Law NM
ABCs of Estate Planning with Retirement Accounts
Ken Leach, Roybal Mack & Cordova, PC
Planning in Uncertainty
Sarah Jaeger, Weems Hazen Law
Equitable Estate Planning through a Trauma-Informed Lens
2025 Sponsors
