Connect/Events

Community Legacy Conference

2026 Community  Legacy Conference 

 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, August 21st

Location: Community Foundation of Southern New Mexico

Time: 9:00am-2:00pm

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  Notary services offered thorughout the event.

Mortgage Reversal

Presented by Alesia Dutton, Mutual of Omaha

 

When You Don’t Have a Plan

Presented by George Kennedy, Kemp Smith

 

The Importance of Planning Finances

Presented by Molly Bekken, CFP®, CIMA, CEPA, Morgan Stanley

 

Celebrity Estate Planning – Unfortunate Lessons and Good Lessons

Presented by John Attwood, NCG, Cardinal Trust

 

How to Talk to Loved Ones About End-of-Life Planning

Presented by Dr. Merranda Marin, Dr. Marcel Montanez & Dr. Kourtney Vaillancourt

 

End-of-Life Education

Presented by Terra Winter, Community Foundation of Southern New Mexico

To reserve your spot, 

email info@cfsnm.org or call 575-521-4794.

Translate »