Broker Check

Events

August 31, 2017

6:00p - 7:00p

Las Cruces Office

Medicare Planning Workshop

Are you or a loved one enrolling in Medicare this year? Are you thinking about retiring? No matter your situation, we can help you get answers to your Medicare questions at this neighborhood meeting. Presented by Priscilla Parra at no cost, no obligation.

 

September 19, 2017

6:00p - 7:00p

Las Cruces Office

Estate Planning Workshop

Educational Workshop on the essential legal documents every family should have.

 

October 10, 2017

6:00p - 7:00p

Las Cruces Office

Six Retirement Account Options Workshop

Accepting a new job or transitioning into retirement can be both exciting and overwhelming. Figuring out how to handle your current employers retirement plan funds may not be at the top of your priority list, but with several options to consider, it's crucial that you take the time to think through your next financial move.

 

November 16, 2017

8:00a - 10:00a

Ed Slott and Company's CPA Program

Ed Slott and Company's CPA Program

IRA planning is a complex topic. Decisions on what to do with retirement plan fund money can affect clients' taxes and overall retirement plan. This one-hour workshop will acquaint CPAs and Attorneys with IRA and retirement account planning rules and strategies. CPAs may earn up to one hour of CPE credit for attending this educational presentation.

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