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Annual Estate Planning Update 2022

The firm's annual seminar is on Thursday, May 19, 2022, in-person, at the New Mexico State Bar Center, 5121 Masthead, N.E., Albuquerque, New Mexico  87109.  Materials will be available at the event for registered attendees on USB drive only.  Please see the agenda, below.

UPDATEVickie will be discussing the new proposed regulations under the SECURE Act (released February 23, 2022).

Professional Credits pending are:  CLE, CE, CFP, CPA and Insurance.  Note:  CE credits for CFPs (and Insurance credits) may only be available for attendees who are present the entire day, per the governing regulations.

Tickets may be purchased (no refunds) at

As usual, all proceeds benefit the Independent Community Foundation, Inc. (ICFI), and the charities in the event's charity room.

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