2022 Estate Planning Institute

The world is your oyster, and the Estate Planning Institute is the pearl for understanding the latest changes in estate planning and news. For 30 years, the Institute has featured leading experts and financial professionals that provide valuable gems of knowledge about new rules and tax legislation. Whether you choose to attend in person or online, you’ll leave with all the pearls of wisdom you can imagine!

 

Click here to register, sponsor, or donate to this year’s EPI!

 

Being held at our NEW PERMANENT LOCATION:
2640 El Paseo Rd., Las Cruces, NM.

 

Spread the Word!

The Estate Planning Institute is designed for attorneys, accountants, bankers, investment advisors, estate planning and tax practitioners, financial planners, and anyone that needs to provide effective estate planning for their clients. Reserve your space TODAY!

There are no qualifications or prerequisites to participate in and benefit from this program.

 

Continuing Professional Education Credits

This program will be submitted to qualify in New Mexico and Texas for up to:

15.6 continuing education credits based on a 50-minute hour
13 continuing education credits based on a 60-minute hour
2 MCLE credits of Ethics/Professionalism

 

Registration Rates

The registration rates listed below vary for the time of the registrant’s payment. Each registrant will receive one reserved spot to attend our Estate Planning Institute for both days and includes an electronic PDF file of the 2022 Speaker Manual. If you would like to have a printed copy of the 2022 Speaker Manual it will be an additional $40.00 per manual.

 

In-Person: $350
Online: $200
Includes PDF of speaker manual

Rate after October 7, 2022 is $400 for in-person

 

Payment Information

The Community Foundation of Southern New Mexico accepts credit card and check payments.  Credit or debit card payments can be made online, or through the phone. Check payments need to be made out to “The Community Foundation of Southern New Mexico” and should be mailed-in to our CFSNM office location. Our office location address is as follows:

2640 El Paseo Road

Las Cruces, NM 88001

 

Online Payment

Payments can be made online with a credit card by clicking the link directly below.

Pay Online

 

Company Invoice

If you will be attending on behalf of a business and they will need to be billed an invoice please email info@cfsnm.org or call our office number listed below.

 

Phone Payment

Call 575-521-4794 to pay over the phone with a CFSNM team member.

 

Cancellation Policy

You may cancel by October 29th with a $25 cancellation fee;$100 thereafter.

 

Testimonial

“This is the two-day event I look forward to every year! The Estate Planning Institute offers many experienced, professional speakers that are wellversed in a wide range of subjects that help me keep up-to-date in my field. It’s also great to have an opportunity to network with other professionals in law, accounting, and finance and better understand their experiences. It’s very worthwhile, educational, and fun too!”

Bridget L. Mullins, Attorney — Pregenzer, Baysinger, Wideman & Sale PC

 

 

Speakers &  Schedule – Coming Soon