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
- 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
2025 Speakers

John Atwood, Cardinal Trust

Brad Justice, Justice Financial

Feliz Martone, Martone Law Firm

Stella Pederson, Heritage Trust Company of New Mexico

Sara Traub, Traub Law NM

Ken Leach, Roybal Mack & Cordova, PC

Sarah Jaeger, Weems Hazen Law
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
- 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
2025 Guest Speakers

John Atwood, Cardinal Trust

Brad Justice, Justice Financial

Feliz Martone, Martone Law Firm

Stella Pederson, Heritage Trust Company of New Mexico

Sara Traub, Traub Law NM

Ken Leach, Roybal Mack & Cordova, PC

Sarah Jaeger, Weems Hazen Law
2025 Sponsors









