Announcements

05-Oct-2017

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..

02-Aug-2017

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..

19-Jun-2017

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..

09-Jun-2017

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..

24-Feb-2017

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..

01-Jul-2015

NMBC Energy Summit

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

24-Jun-2015

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..

08-Jan-2015

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..

15-Dec-2014

2015 Tax Update

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