2009 - 2010 Meeting Speakers, Topics and Hosts
To be announced
By Judge Merri Rudd
Hosted by: REDW
“Update to the Classic 60 - 40 Mix”
By Lee Munson and Chip Stone
Hosted by: New Mexico Community Foundation
“How Guardian works with Conservator and Trustee”
By Guardianship Panel
Hosted by: Wells Fargo Bank Private Client Services
“Q & A on Financial Markets”
By Portfolio Investment Panel
Hosted by: Zia Trust
“NM Supreme Court Decision, Will Challenges”
By Greg MacKenzie
Hosted by: Bank of Albuquerque Private Bank
“Metropolitan Courthouse Case”
By Judy Wagner
Hosted by: U S Trust/Bank of America Private Bank
“Current Changes in Estate Tax
By Don Tennent - Internal Revenue Service
Hosted by: Moss Adams
“Year End Party”
Albuquerque BioPark Aquarium
Hosted by: Meyners + Company LLC