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.

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
  • CLE credit registration provided for NM State Bar, OSI, and CFP
    • State Bar CLEs include 1.0 EIJ and 1.0 EP
  • Breakfast from The Daily Grind
  • Lunch from M'tucci's
  • 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
REGISTER NOW

2025 Speakers

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John Atwood, Cardinal Trust
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Brad Justice, Justice Financial
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Feliz Martone, Martone Law Firm
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Stella Pederson, Heritage Trust Company of New Mexico
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Sara Traub, Traub Law NM
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Ken Leach, Roybal Mack & Cordova, PC
Image

Sarah Jaeger, Weems Hazen Law

2025 Sponsors

ImageImageImageImageImageImageImageImageImageImage
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.

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
  • CLE credit registration provided for NM State Bar, OSI, and CFP
    • State Bar CLEs include 1.0 EIJ and 1.0 EP
  • Breakfast from The Daily Grind
  • Lunch from M'tucci's
  • 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
REGISTER NOW

2025 Guest Speakers

Image

John Atwood, Cardinal Trust
Image

Brad Justice, Justice Financial
Image

Feliz Martone, Martone Law Firm
Image

Stella Pederson, Heritage Trust Company of New Mexico
Image

Sara Traub, Traub Law NM
Image

Ken Leach, Roybal Mack & Cordova, PC
Image

Sarah Jaeger, Weems Hazen Law

2025 Sponsors

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