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Community Legacy Conference

We are honored to invite you to join us for our annual Community Legacy Conference on October 21, 2023.

Join us at your Community Foundation of Southern New Mexico for a one-day conference to empower you and your family with a foundation of legacy planning. Coursework will be held October 21, 2023 from 9:00 am-3:00 pm. Food and beverages will be served.

The Community Legacy Conference is an opportunity for community members to learn about the importance of estate planning and how it can impact the legacy you leave behind. Our speakers will cover a range of topics, including legal aspects of estate planning, income taxes, transfer taxes, life insurance, charitable giving, asset protection, administration of estates and trusts, and investments. This conference is open to all members of the community. We hope you will join us for this informative and engaging event and take an important step toward securing your own legacy.

Keeping your information confidential and protected is incredibly important. American Document Services will also host a free shredding event as part of the conference.

To reserve your spot, click here to register,
email info@cfsnm.org or call 575-521-4794.
Space is limited and the deadline to register is October 13th.

Thank you to our partners and conference committee:

Molly Bekken, Morgan Stanley
Wendy Boetticher, Everett & Boetticher, P.C.
Ali Hewell, Bank of Albuquerque

Thank you to our Community Legacy Conference Sponsors:

American Document Services
Stifel

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Call (575) 521-4794