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Tuesday, March 10, 2026

“Strengthening Your Advisory Practice: Using Complex Assets to Grow AUM and Stay Relevant”

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Santa Fe Estate Planning Council

SANTA FE ESTATE PLANNING COUNCIL

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Sponsors

Platinum


Avalon Trust

Brannan & Brannan Law - Estate & Elder Law

Cardinal Trust

Century Bank - Private Banking

Heritage Trust of New Mexico

Pregenzer Baysinger Wideman & Sale

Santa Fe Advisors LLC

Santa Fe Community Foundation

Sunflower Bank - First National 1870

Wells Fargo Bank - Wealth and Investment Management

Zia Trust

Gold


Hightower Signature Wealth

JJS & Associates

Longbridge Financial

Walther Santa Fe Real Estate Group

Visit our Sponsor Opportunities Page
for complete information about how to list your company on this page.

UPCOMING EVENTS

March 10, 2026

“Strengthening Your Advisory Practice: Using Complex Assets to Grow AUM and Stay Relevant”

Bruce Geiss

See Event Details

April 7, 2026

Is that Irrevocable Trust really Revocable?

Gregory MacKenzie, The Hurley Firm

See Event Details

May 27, 2026

Introducing the Elder Care Network

See Event Details

June 24, 2026

TBD

Robin Bonner

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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