Upcoming Events
13 November 2024
Harnessing the Power of Women: Investing Strategies
Seasons Rotisserie & Grill, 2031 Mountain Rd NW
Albuquerque, NM 87104 United States
Join us for an evening of all things women and investing. We will celebrate our progress, look at how wealth will transfer to women in the coming years, and how [...]
05 October 2024
QCDs: Charitable Giving as a tax strategy
Placitas Community Library, 453 Hwy 165
Placitas, 87043
A Qualified Charitable Distribution (QCD) can be a great way to donate to a charity and reduce your tax burden at the same time. QCDs are taken from your Required [...]
28 September 2024
Giving makes us happy. Let's talk about sharing wealth without worries.
Placitas Community Library, 453 Hwy 165
Placitas, 87043
Giving makes us happy. But knowing how, when and how much you can really afford to give can be worrisome. Join us for a conversational workshop to talk about income [...]
17 September 2024
The Election and Your Portfolio: A dinner conversation
Four Hill Canyon Club, 911 4 Hills Rd SE
Albuquerque, NM 87123 United States
Everyone is talking about the election. We get questions daily from clients and others about how the election is going to impact their portfolios. We understand that it feels a [...]