2021 Estate Planning Institute

All you need is love…and the Estate Planning Institute! Whether you attend in person or get a ticket to ride via Zoom, you’ll twist and shout about the most current estate planning issues and news. Leading experts and financial professionals will come together to perform a live and hopefully sold-out show to help you understand all the latest changes! Miss this event and you could wind up nowhere, man! Need some help? Mark your calendars and let it be a time to learn about new rules and tax legislation that affects estate planning.

 

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

 

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:

9.6 continuing education credits based on a 50-minute hour
8 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 2021 Speaker Manual. If you would like to have a printed copy of the 2021 Speaker Manual it will be an additional $30.00 per manual.

 

Early-Bird: $350
Includes PDF of speaker manual

Ends October 8, 2021

 

Standard: $400
Includes PDF of speaker manual

Rate after October 8, 2021

 

Online: $200

 

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:

2600 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 [email protected] or call our office number listed below.

 

Phone Payment

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

Testimonial

“As an estate planning professional, I find this to be a very valuable two-day event right in my own geographic area. The topics are always timely and range from general and best practices to more advanced and in-depth information. The presenters are knowledgeable in their fields which include accounting, law, and finance. I’m always impressed with how much I learn and can use to help my clients, and I always enjoy networking and learning about other professionals and resources in my own area.”

Lauren D. Serrano, Associate Attorney — ScottHulse PC