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TRUSTED ADVISOR NETWORK

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

Upcoming events

    • 2 Jan 2025
    • 11:30 AM - 12:45 PM
    • WaFd Insurance, 5601 Office Boulevard Northeast, Albuquerque, NM 87109
    Register

    Kick off the new year with the TAN Albuquerque meeting at WaFd Insurance, with an option to attend remotely. Todd Pilger will moderate. We'll have something a bit different for all the TAN meetings in January: A roundtable discussion about Your TAN Strategy for 2025. How will you use the TAN System to build business in the new year? Find out what other TAN members are planning for their businesses and share your ideas. We look forward to a robust and forward-looking conversation at each of the meetings. If you need a refresher about the proprietary TAN System, see the outline in the TAN Member Handbook, starting on page 8. 

    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.

    • 9 Jan 2025
    • 11:30 AM - 12:30 PM
    • Zoom
    Register

    The TAN Virtual Meeting is a perfect opportunity to connect across borders with members and guests throughout New Mexico and Arizona. Fix a lunch and jump on the Zoom at 11:30 AM MST. We'll have a roundtable discussion about Your TAN Strategy for 2025. How will you use the TAN System to build business in the new year? Find out what other TAN members are planning for their businesses and share your ideas. If you need a refresher about the proprietary TAN System, see the outline in the TAN Member Handbook, starting on page 8.

    As always, guests are welcome. This is a Zoom-only meeting. You will receive a link by email when you register and the day before the meeting.

    Know someone who would be a good TAN member? Please invite them to attend. You can register your guests when you register for the meeting yourself. Be sure to pass on the zoom information.


    • 16 Jan 2025
    • 11:45 AM - 1:15 PM
    • BBSI 8840 E Chaparral Rd, Unit 105, Scottsdale, AZ
    Register

    Join us for the January Scottsdale meeting, which is in person at BBSI with a remote option. We'll have something a bit different for all the TAN meetings in January: A roundtable discussion about Your TAN Strategy for 2025. How will you use the TAN System to build business in the new year? Find out what other TAN members are planning for their businesses and share your ideas. We look forward to a robust and forward-looking conversation. If you need a refresher about the proprietary TAN System, see the outline in the TAN Member Handbook, starting on page 8.

    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.

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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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