New Mexico Estate Planning Conference

from 2020 Annual Report

A Fond Farewell

The Foundation works closely with professional advisors who help us connect to generous donors in the community. In 2020, we established the New Mexico Estate Planning Conference to provide continuing education and expand our relationships with these key financial partners.

Designed specifically for attorneys, bankers, investment advisors, estate planning, tax practitioners and financial partners, the inaugural New Mexico Estate Planning Conference in February brought together over 40 attendees for a one-day seminar offering multiple perspectives in the estate planning industry. The day included speakers from the tax, insurance and accounting industries and was approved for continuing education credit.

Special thanks to Foundation Trustees Kenneth Leach and William Ebel for their help and guidance in coordinating one of the last in-person Foundation events of 2020.