Meetings - 2017

Reservations must be made by the Friday before the meeting. More details to follow.

 

Please send your comments to the Board after each meeting, using the Evaluation Form (MS Word Document), and e-mailing it to: Nora Miller, Nora.Miller@wellsfargo.com

DATE
SPEAKER TOPIC DEADLINE
Jan 18
Charles Forte from Morgan Stanley 2016 Financial Market Review and 2017 Forecast Jan 13
Feb 15
member Nell Graham Sell (Attorney with Pregenzer Baysinger Wideman & Sale PC in Albuquerque) Will present on the "Able Act" Feb 10
Mar 15
Vickie Wilcox J.D., LL.M. of Wilcox Law Firm, P.C. (back by popular demand) Annual Presentation Mar 10
Apr 19
Guest from Department of Homeland Security Elderly Scams and how to avoid them Apr 14
May 17
Lloyd Kurtz from Wells Fargo Socially Responsible Investing May 12
Jun 21
Stacy Sacco from UNM Small Business Institute Strategic Networking Jun 16
Jul 19
Gregg Carpenter, Bruce Gendelman from Insurance Services in LA Personal Liability Events, Trends, and Risks Jul 14
Aug
No Meeting    
Sep 20
Julie S. Rivers Dancing with the Gorilla: Resolving the Dilemma of Substance-Addicted Beneficiaries Sep 15
Oct 18
Michael Bartlett from Bonham's Auction House Estate Sales and benefits of estates giving to non-profits versus an auction house to dispose of one's property Oct 13
Nov
No Meeting    
Dec
No Meeting    
The Santa Fe Estate Planning Council, Inc. ("SFEPC") speakers and speakers' written materials are intended to provide current and accurate information about the subject matter covered and are designed to help SFEPC members maintain their professional competence. Nothing contained in SFEPC's speakers' remarks or the speakers' written materials are legal advice or other professional advice. SFEPC members and guests of members are responsible for obtaining advice from their own lawyers or other professional advisors. Speakers and their materials are provided with the understanding that SFEPC does not render any legal, accounting or other professional advice. The information and written materials presented at SFEPC meetings represent the opinions and views of the authors and should not be construed as the views of SFEPC. Any interpretation or application of materials presented by the speakers or contained in their written materials is a matter for the judgment of the individual member (or guest of a member) and SFEPC disclaims all liability therefore.