How Not to Screw Up Your Finances – Savvy Cybersecurity!

Our next “How Not to Screw Up Your Finances” presentation is coming up on Thursday, October 19th, 2017. Savvy Cybersecurity..


Expertise’s 20 Best ABQ Financial Advisors includes us!

It turns out that we’re on Expertise’s list of the 20 Best Albuquerque Financial Advisors for 2017. We appreciate Expertise’s..


Thrive Group – Second Seminar Announcement

The Thrive Group is proud to present a series of talks by leaders in Business Management, Accounting, Financial Planning and..


How NOT to Screw Up Your Finances – Social Security

We would like to thank Doug Lindsey and the people that attended yesterday’s first “How NOT to Screw Up Your..


Thrive Group – First Seminar Announcement

Update February 27, 2017: Unfortunately, this event has been postponed due to illness.  We will update when it has been..


NMBC Energy Summit

Cathie Tardy was in attendance at the New Mexico Business Coalition’s Energy Summit. Keynote speaker Congressman Steve Pearce and a..


Business Valuation Conference

Cathie Tardy attended The Annual Consultants’ Training Institute’s Business Valuation and Certification Training Center’s Conference in New Orleans, Louisiana.  This..


Advanced Planning Seminar

Cathie Tardy was invited to attend a 2 day Advanced Planning Seminar (January 8-9). The Northwestern Mutual administered this workshop focused..


2015 Tax Update

Casey DiMaio attended the Gear Up 1040 Individual Tax Seminar in Albuquerque, NM. This 2 day seminar (December 15 –..