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.

May 17, 2018

Corbin Hildebrandt and Angela Walker

Speaker

Corbin Hildebrandt, Esq., and Angela Walker, Executive Senior Care Management

Corbin Hildebrant wasborn in Tucson, Arizona and received his BA from Beloit College followed by his JD from Georgetown University Law Center. He worked 13 years with The Roehl Law Firm and as sole/solo practitioner since 2000. His focus is on Plaintiff’s personal injury, medical and dental negligence, guardianship and conservatorship and general civil litigation practice. Has had family and friends involved with the New Mexico guardianship system and has done work with “corporate” guardian companies in New Mexico and with the New Mexico Office of Guardianship.

Angela Walker received a Bachelor’s degree with an emphasis in Art Therapy from the University of Wisconsin in 1985 and a Master’s degree from the University of Phoenix in 2009. Since 1987 she has served in many areas of health care including Care Management, Court Appointed Guardian, Care Manager, Healthcare Power of Attorney, Day Program Administrator, Home Health Care Assistant Administrator, Community Living Program Manager, Client care provider and Medicaid Waiver Care Manager. She has developed and performed quality assurance and improvement programs and has extensive experience training caregivers and staff within social service delivery systems. Individuals she has served range from persons having Intellectual Disabilities, Mental Illness and persons suffering with Dementia. Ms. Walker has a son that is now 20 years old that suffered a stroke at birth and has many disabilities. She is a certified New Mexico Law Enforcement instructor. In 2014 she founded Executive Senior Care Management specializing services provided to the disabled and wiser population in Guardianship, Care Management, Court Visitor and Health Care Power of Attorney.

Topic

The TRUTH About Guardianship in New Mexico

Over the last year and a half there has been extensive media attention dedicated to perceived and real problems with the guardianship/conservatorship system in New Mexico. Much of this was done via the “Who’s Guarding the Guardians?” series of articles and editorials in the Albuquerque Journal and in the media’s coverage of the New Mexico Legislature’s attempts to make certain reforms to the procedures for guardianship in New Mexico.

As an attorney who has filed numerous guardianship/conservatorship petitions and served as a guardian ad litem for allegedly incapacitated persons, Mr. Hildebrandt will try to interpret, from both his professional and personal perspectives, the recent developments in this area of the law and what is going on behind the often sensationalist headlines.

As a professional guardian, Ms. Walker will present a guardian's perspective, including the challenges professional fiduciaries face during the pendency of the guardianship.

Sponsor

Las Colinas Village & Bayada Home Health Care

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

TBD