2023 – Profile in Philanthropy – Annual New Mexico Estate Planning Conference


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In March, we hosted the 5th Annual New Mexico Estate Planning Conference, bringing together attorneys, bankers, investment advisors, estate planning, tax practitioners and financial planners for a day of learning and networking. Through seven educational sessions, experts shared insights on trends and best practices in estate planning. Attendees also earned valuable continuing education credits, underscoring the conference’s practical and professional impact.