Past Events

  • Estate Planning & Social Security

    Join Erin Wideman for a discussion about Estate Planning & Social Security. This event will be held at the Ismaili Center for Golden Club. Date & Time: 8/30/15 11:00am-1:30pm Location: Ismaili Center for Golden Club 5640 Venice…

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  • What is a Grantor Trust? Webinar

    Webinar lead by Nell Graham Sale for the National Academy of Elder Law Attorneys. Date & Time: 9/1/15 12:00pm “What is a Grantor Trust and When Do You Need an EIN?” Webinar Registration…

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  • Special Needs Trusts and Update

    Erin Wideman and Peggy Graham will be presenting for the National Association of Insurance and Financial Advisors on Special Needs Trusts and Updates. This event will be held at the MDRT Training Center. Date & Time: 9/18/15 1:00pm-3:00pm Location:…

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  • Update on Special Needs Planning

    Nell Graham Sale will be presenting for the New Mexico Legislature – Disability Concerns Subcommittee regarding Updates to Special Needs Planning. This event will be held at the Adelante Development Center Inc. Community Room. Date & Time: 9/25/15 10:00am Location:…

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  • PBWS September Fourth Friday Lunch

    Our monthly Fourth Friday Lunch for September will be hosting Skyler Wildenstein, partner of Empire Risk Management LTD. Skyler will be presenting on “Taking Business Risks Captive – The Benefits of Captive Insurance Companies”. This will be held in the…

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  • 2015 Special Needs Trusts National Conference

    Nell Graham Sale will be giving several presentations at the 2015 Special Needs Trusts National Conference. This conference will be held at The Vinoy Renaissance Hotel in St. Petersburg, Florida. Date & Time: 10/14/15 10:00am-  “Income Under the…

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  • Special Needs Planning Update

    Nell Graham Sale and Ruth Pregenzer will be presenting at the Southern New Mexico Estate Planning Institute on Special Needs Planning Updates. This event will be held at the Hotel Encanto de Las Cruces. Date & Time: 10/22/15 through 10/23/15 …

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  • PBWS October Fourth Friday Lunch

    Our monthly Fourth Friday Lunch for October will be hosting Debbie Ball, owner of The Candy Lady. Debbie will be presenting on “Chocolate!”. This will be held in the Pregenzer, Baysinger, Wideman & Sale PC conference room. Date & Time:…

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  • Medicaid Planning Seminar

    Peggy Graham will be giving two presentations at the National Business Institute Medicaid Planning Seminar. This event will be held at the MCM Elegante. Date & Time: 11/4/15 9:00am – “Is Medicaid Right for Your Client?” 11/4/15 2:15pm – “Application…

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