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TRUSTED ADVISOR NETWORK

Give. Get. Grow.

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** Guests, please contact a TAN member to register for the meeting(s) you wish to attend. **

Upcoming events

    • 21 Nov 2024
    • 11:45 AM - 1:15 PM
    • BBSI 8840 E Chaparral Rd, Unit 105, Scottsdale, AZ
    Register

    Join us for the November Scottsdale meeting, which is in-person with a remote option. The topic this month will be OCJ Kids. Mark Johnson will moderate the meeting. Discover the impactful work of OCJ Kids, a nonprofit dedicated to supporting and empowering children in foster care through community engagement and resources.

    This is a hybrid meeting. When you register please indicate whether you intend to attend in-person or online. If you'll be there in person, please register in advance so we bring enough lunches, and let the leadership know if your plans change.

    Know someone who would be a good TAN member? Please invite them to a meeting and attend with them. You can register your guests when you register for the meeting.

    The Zoom meeting link will be included in your registration confirmation and reminder emails. Members, if you have invited a guest, please forward the meeting details to them.

    • 5 Dec 2024
    • 11:30 AM - 12:45 PM
    • WaFd Insurance, 5601 Office Boulevard Northeast, Albuquerque, NM 87109
    Register

    Join us for the December Albuquerque meeting at WaFd Insurance, with an option to attend remotely. Joseph Bustos will moderate as we explore the topic: "The Perfect Elevator Quip – The Who, What, and Why (Plus, How Did You Do with Your 2024 Goals?). We'll dive into crafting the perfect elevator pitch, covering the essentials of who, what, and why to make a lasting impression. Plus, we’ll check in on your 2024 goals—what worked, what didn’t, and how you can refine your approach for the new year. Come ready to share insights and learn from others in an engaging discussion.

    This is a hybrid meeting. When you register, please indicate if you will attend in person or via Zoom. For those who attend in person, fresh Keurig coffee and morning snacks will be available.

    Know someone who would be a good TAN member? Please invite them to the meeting and attend with them.

    You'll receive the Zoom link when you register and the day before the meeting. Please forward the meeting details to your guests.

    • 12 Dec 2024
    • 8:00 AM - 9:15 AM
    • Zoom
    Register
    All TAN members should plan to attend the TAN annual meeting. We will review 2024 highlights and plans for 2025. We'll also review membership and financials and vote on the Board of Directors for 2025.


    This meeting will be held on Zoom only
    . When you register, you will receiver the Zoom link in your confirmation email.

    See you there!

    • 12 Dec 2024
    • 11:45 AM - 1:15 PM
    • BBSI 8840 E Chaparral Rd, Unit 105, Scottsdale, AZ
    Register

    Join us for the December Scottsdale meeting, which is in-person with a remote option. Joe Binder will moderate the meeting. 

    This is a hybrid meeting. When you register please indicate whether you intend to attend in-person or online. If you'll be there in person, please register in advance so we bring enough lunches, and let the leadership know if your plans change.

    Know someone who would be a good TAN member? Please invite them to a meeting and attend with them. You can register your guests when you register for the meeting.

    The Zoom meeting link will be included in your registration confirmation and reminder emails. Members, if you have invited a guest, please forward the meeting details to them.

    • 18 Dec 2024
    • 8:00 AM - 9:15 AM
    • SFBI 3900 Paseo del Sol, Santa Fe, NM
    Register

    Jeff Gruber will moderate the December Santa Fe meeting at the Santa Fe Business Incubator. The discussion topic will be Marketing Trends for 2025. From AI-driven personalization to sustainable branding, discover the key trends that will define how businesses engage with their audiences, build brand loyalty, and drive growth in the coming year.

    You will also hear an update from Trina Jellison, director of CLN Kids, an organization supported by TAN. Cuidando Los Niños mission is to break the cycle of homelessness for children and families through early childhood education, case management, supportive housing, and parent education, fostering healthier communities where all can share in wealth and opportunity.

    Zoom attendance is also available.  

    This is a hybrid meeting. When you register please indicate whether you intend to attend in person or via Zoom. 

    Join us in person and brew your own custom Keurig coffee. Morning snacks will be available, too.

    Know someone who would be a good TAN member? Please invite them to attend and register them for the meeting.

    Zoom information will be included in your registration confirmation and reminder emails. If you have invited a guest, please forward the meeting details to them.

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"Trusted Advisor Network" is a 501(c)3 non-profit organization.  P.O. Box xxx, xxxxxxx, NM xxxxx

** Guests, please contact a TAN member to register for the meeting(s) you wish to attend. **

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