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• TAN Meeting ZOOM (2nd Thursday) 8:00 AM MDT

  • When
    13 Apr 2023
  •  
    8:00 AM - 9:15 AM
  • Location
    Zoom

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  The TAN virtual meeting this month will focus on  Securing Face-to-Face Introductions to Decision Makers. As consultants, many of us are adept at converting leads into clients when we can get in front of the right person. What are some effective ways to secure those face-to-face meetings? How do we leverage the power of the TAN network to connect with the right people?

  Plan now to join us for an informative business discussion. Share your best practices and learn from others. As always, guests are welcome.

  This is a Zoom-only meeting. You will receive a link by email 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 login information.

  Note: Due to daylight savings time, this meeting will begin at 8 AM in New Mexico and 7 AM in Arizona.

  
  

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• TAN Hybrid Meeting Santa Fe (3rd Wednesday) 8:00 AM MT

  • When
    19 Apr 2023
  •  
    8:00 AM - 9:15 AM
  • Location
    SFBI 3900 Paseo del Sol, Santa Fe, NM

  Register

  Jeff Gruber will moderate the April Santa Fe meeting, which is in-person with a zoom option. The business discussion/mastermind topic is Communicating with Different Generations. Email. Phone. Text. WhatsApp. Slack. The workplace is more multi-generational than ever, and each group has their preferences. What are today's best practices for communicating effectively across the spectrum of ages we're working with? Not just how we communicate but why and when. (Is following up still a thing?)

  This is a hybrid meeting. When you register please indicate whether you intend to join by Zoom or attend in-person. All attendees will receive a Zoom link the day prior to the meeting.

  BONUS! Join us in person and brew your own custom Keurig coffee. Low-sugar 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. Make sure to pass on the log in information or in-person details.

  
  

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• TAN Hybrid Meeting Scottsdale (3rd Thursday) 11:45 AM MST

  • When
    20 Apr 2023
  •  
    11:45 AM - 1:15 PM
  • Location
    BBSI 8840 E Chaparral Rd, Unit 105, Scottsdale, AZ

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  For the April TAN meeting in Scottsdale, Joe Binder will moderate a discussion about Technology and Business. How is the tech revolution currently affecting you and your clients? Are you using the popular AI chatbots in your work? What's the latest on cybersecurity for businesses of all sizes? How is automation disrupting manufacturing, retail and other sectors? Join in the discussion to share and learn.

  This is a hybrid meeting. When you register please indicate whether you intend to attend in-person or on Zoom. All attendees will receive a link to the meeting the day prior. Since this is a lunch meeting, please register in advance for planning purposes and let the leadership know if your plans change.

  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. Be to pass on the log in or in-person information

  Note: Due to daylight savings time, this meeting starts at 12:45 in New Mexico.

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• TAN Meeting IN PERSON (4th Wednesday) 8:15 AM MDT

  • When
    26 Apr 2023
  •  
    8:15 AM - 9:30 AM
  • Location
    REDW 7425 Jefferson St NE, Albuquerque, NM
  • Registered
    1 registrant

  Register

  Join us for the April in-person meeting in Albuquerque where we'll discuss a timely topic for TAN members and clients: Winding Down or Gearing Up? Succession Planning, Retirement and/or Selling Your Business. As any financial planner will advise, it's never too early to plan for retirement. Whether you intend to pass your business on or sell it, improving the value of the company is an important focus. Maybe you're hardcore and like to start or buy businesses with the intent to grow/turnaround and sell. Share your tips and experiences, and learn from others in this informative discussion led by first-time Moderator Ingela Onstad.

  For now, the REDW meeting is in-person only. Note that the meeting time has shifted to 8:15 AM for networking, with the meeting running from 8:30-9:30 AM.

  BONUS! Fresh Keurig coffee and low-sugar morning snacks will be available.

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

  
  

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• Moderator Meeting

  • When
    15 May 2023
  •  
    4:30 PM
  • Location
    Zoom

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• Moderator Meeting

  • When
    17 Jul 2023
  •  
    4:30 PM
  • Location
    Zoom

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• Moderator Meeting

  • When
    18 Sep 2023
  •  
    4:30 PM
  • Location
    Zoom

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• Moderator Meeting

  • When
    20 Nov 2023
  •  
    4:30 PM
  • Location
    Zoom

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