Annual New Mexico Estate Planning Conference

About Us

Annual New Mexico Estate Planning Conference

About Us

About Us

Annual New Mexico Estate Planning Conference

New Mexico Estate Planning Conference February 25

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.

SAVE THE DATE - Friday, March 7, 2025

CNM Workforce Training Center | 5600 Eagle Rock Avenue NE

9:00 AM - 4:00 PM

For more information or special inquiries, please contact Kelsey Martin, Development Manager.

Registration Information

Regular Registration - $200 / Early Bird - $175 (Opens January 6, 2025)

  • 6 educational sessions with estate planning CLE credit (Including 1 session on ethics)
  • Breakfast and lunch provided for in person attendees
  • Virtual or in person attendance accommodated
  • Digital manual provided
  • CLE credit registration provided for NM State Bar, OSI, and CFP

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
EARLY BIRD REGISTRATION OPENS ON JAN 6

2025 Speakers

2025 Sponsors

Interested in becoming a 2025 Sponsor? Please contact Kelsey Martin, Development Manager.
New Mexico Estate Planning Conference February 25

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.

SAVE THE DATE - Friday, March 7, 2025

CNM Workforce Training Center | 5600 Eagle Rock Avenue NE

9:00 AM - 4:00 PM

For more information or special inquiries, please contact Kelsey Martin, Development Manager.

Registration Information

Regular Registration - $200 / Early Bird - $175 (Opens January 6, 2025)

  • 6 educational sessions with estate planning CLE credit (Including 1 session on ethics)
  • Breakfast and lunch provided for in person attendees
  • Virtual or in person attendance accommodated
  • Digital manual provided
  • CLE credit registration provided for NM State Bar, OSI, and CFP

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
EARLY BIRD REGISTRATION OPENS ON JANUARY 6, 2025

2025 Guest Speakers

2025 Sponsors

Interested in becoming a 2025 Sponsor? Please contact Kelsey Martin, Development Manager.