30th Annual Estate Planning Institute- 2022

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!

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.

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.

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

Speakers & Schedule – Coming Soon

Date 11/04/2022
Start Time 9:00am - 6:00pm Thursday, November 3rd and 9:00am - 6:00pm Friday, November 4th
Location Virtual and In-Person Conference - Login links will be provided and in-person will be at
Community Foundation of Southern New Mexico
2640 El Paseo Rd
Las Cruces, NM 88001
Name Price
Estate Planning Institute Early Bird with Printed Speaker Manual 390.00
Estate Planning Institute Early Bird (PDF Manual) 350.00
Estate Planning Institute - Online Only Option (PDF Manual) 200.00