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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

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

    ** Please note: Due to daylight savings time, this meeting begins at 10:30 AM Arizona time, 11:30 AM New Mexico time.**

    Mark your calendar and plan to join us for the May Albuquerque meeting, which is in person at WaFd Insurance with a remote option. 

    Meeting Moderator: Todd Pilger

    Discussion Topic: Coping with Uncertain Economic Cycles

    This is a hybrid session, so if you can’t attend in person, you have the option to participate on Zoom. When you register, please indicate whether you intend to attend in person or online. 

    Guests who are interested in TAN membership are also welcome. Please register your guests when you sign up. 

    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.

    • 1 May 2025
    • 5:00 PM - 7:00 PM
    • Su Vino Winery (16099 N. 82nd Street, Suite B9)

    TAN members and guests: Join us for our next TAN Social + Open House at the award-winning Su Vino Winery (16099 N 82nd St Suite B9, Scottsdale, AZ 85260) from 5-7 PM, on Thursday, May 1. Connect with other members and meet some new folks in an informal setting. Socials are a great opportunity to invite prospective members and introduce them to our membership. Think about the B2B professionals you know who consult to C-Suite and business owners. Bring them along! 

    We do need a count for the venue, so RSVP to Pam McConlogue at Pam.McConlogue@spectrumcommercial.com. Please include the name, business, and contact info for your guests. If you'd like to sponsor drinks and appetizers or help onsite, let Pam know that, too.

    Reminder to guests, please be a B2B business professional who would make a great TAN member.

    Thank you to our event sponsors:

    Juan Ros- Forum Financial Management

    Tim Collins- Arizona Financial Credit Union

    JD Molds-BBSI

    Mark Johnson-B2B CFO

    See you there!


    • 8 May 2025
    • 11:30 AM - 12:30 PM
    • Zoom
    Register

    ** Please note: Due to daylight savings time, this meeting begins at 10:30 AM Arizona time, 11:30 AM New Mexico time.**

    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 MDT. Meeting details will be posted soon. 

    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.


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

    ** Please note: Due to daylight savings time, this meeting begins at 11:45 AM Arizona time, 12:45 PM New Mexico time.**

    Mark your calendar and plan to join us for the May Scottsdale meeting, which is in person at BBSI with a remote option. Meeting details will be posted soon.

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

    ** Please note: Due to daylight savings time, this meeting begins at 10:30 AM Arizona time, 11:30 AM New Mexico time.**

    Mark your calendar and plan to join us for the June Albuquerque meeting, which is in person at WaFd Insurance with a remote option. 

    This is a hybrid session, so if you can’t attend in person, you have the option to participate on Zoom. When you register, please indicate whether you intend to attend in person or online. 

    Guests who are interested in TAN membership are also welcome. Please register your guests when you sign up. 

    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.

    • 12 Jun 2025
    • 11:30 AM - 12:30 PM
    • Zoom
    Register

    ** Please note: Due to daylight savings time, this meeting begins at 10:30 AM Arizona time, 11:30 AM New Mexico time.**

    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 MDT. Meeting details will be posted soon. 

    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.


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

    ** Please note: Due to daylight savings time, this meeting begins at 11:45 AM Arizona time, 12:45 PM New Mexico time.**

    Mark your calendar and plan to join us for the June Scottsdale meeting, which is in person at BBSI with a remote option. Meeting details will be posted soon.

    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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