Calendar of Events

Each month, we present a program of interest to our members and their guests. This page contains a list of upcoming programs including the speaker, topic, and sponsor(s). For more information about any program or to suggest a topic that might be of interest to our members, please contact our Speakers Committee via email at . Each attendee must RSVP online at least one week prior to the next scheduled meeting.

Sponsorship Information: One or two sponsors provide lunch for approximately 80-100 attendees and are allowed 10 minutes to talk about their agency / business (5 minutes each if there are two sponsors). If you are interested in being a lunch sponsor, please contact our Sponsors Committee via email at . If you have signed up to be a sponsor, please click here to pay for your sponsorship online.

Speaker Information: One or more speakers present "generic" information about a topic for approximately 45 minutes. Speakers do not promote their own services or products.

NOTE: Luncheon meetings are open to members only. If you would like to attend as a guest please call any board member or e-mail .

Are you curious about past meeting topics and speakers? Click here to visit our event archive.

June 21, 2018

Pamela Davis

Speaker

Pamela Davis, Davis Advisory Group, LLC

For the past 21 years, Pamela Davis has focused on Retirement Planning and is the manager of Davis Advisory Group, LLC, a New Mexico firm specializing in Retirement Planning. As well as retirement planning, she specializes in long term care and Medicaid Planning and teaches many seminars each year on these topics.

Her professional registrations include securities Series 7 (General Securities) and 66 (Uniform Combined State Law). She is securities registered in New Mexico, Colorado, Texas, Illinois, New York and Oregon. She is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.

She also holds Life, Health, Fixed and Variable Annuity licenses with the state of New Mexico. She has been a top producer in the insurance industry for the past 20 years and has been asked to speak at many industry meetings, sharing best industry practice as well as other topics.

Topic

Financial Planning for Seniors

Seniors, particularly those with chronic diseases such as Alzheimer's, have many special considerations when planning how to pay for their care. One misstep can prevent or significantly delay Medicaid qualification. Long term care insurance, Social Security benefits, tax consequences and VA benefits must also be considered. Investments have to be chosen carefully to ensure that funds are available for the senior's needs but maximize return at the same time. This presentation will focus on the unique challenges seniors face when planning their futures.

Sponsor

Elan Santa Monica

July 19, 2018

Speaker

TBD

Topic

TBD

Sponsor

Las Colinas Village

August 16, 2018

Speaker

TBD

Topic

TBD

Sponsor

TBD

September 20, 2018

Speaker

TBD

Topic

TBD

Sponsor

TBD