Join us at your Community Foundation of Southern New Mexico for a FREE, transformative one-day event designed to empower you with the essential tools and knowledge needed for effective retirement planning, legacy planning, and more.
When: Friday, November 7th
Location: Community Foundation of Southern New Mexico
Time: 9:00am-2:00pm
To register, visit:
https://www.communityfoundationofsouthernnewmexico.org/community-legacy-conference/
This enriching event is open to all members of our community, providing a welcoming space for individuals and families of all ages to engage with expert guidance and gain invaluable knowledge. At this engaging conference, you’ll have the opportunity to:
- Drop off documents for secure shredding – provided by our partners at American Document Services.
- Discover Five Wishes, a trusted guide for personal, medical, and end-of-life care planning.
- Dive into the essentials of estate planning and understand how to protect your assets and wishes for generations to come.
- Learn about powers of attorney for healthcare and finances, vital tools that let you decide who will make important decisions if you’re unable to do so.
- Engage with expert speakers, ask questions, and gain insights tailored to all stages of life.
Let’s empower ourselves to thoughtfully plan for our futures and ensure we and our families have the tools we need to make informed decisions.
Event Schedule:
9:00am-2:00pm Community Shredding Event – All attendees are invited to bring documents to place in a lock box for shredding by American Document Services.
9:00am Welcome
9:15am Estate Planning 101 by Jessica Streeter, Streeter Law Firm
10:35am Celebrity Estate Planning – Unfortunate Lessons and Good Lessons by John Attwood, NCG, Sr. Vice President, Trust Officer/Business Development with Cardinal Trust
11:45am LUNCH
12:00pm How to Talk to Loved Ones About End of Life Planning by Dr. Marcel Montanez, Telshor Behavioral Health
1:05pm Powers of Attorney for Healthcare & Finances – Planning for the Tough Decisions by Dr. Terra V. Winter, President & CEO, Community Foundation of Southern New Mexico
1:45pm Raffle Prizes & Closing Remarks
To register, visit:
https://www.communityfoundationofsouthernnewmexico.org/community-legacy-conference/
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