TRUSTED ADVISOR NETWORK

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Upcoming events

    • 24 Jul 2019
    • 7:30 AM - 9:30 AM
    • REDW - Albuquerque
    Register

    Join us for the TAN meeting on Wednesday, July 24, 2019 from 7:30-9:30am at REDW. Shauna Rampley is moderator and Doug Lindsey is leading the lesson. Guests, please contact a member for registration.

    • 1 Aug 2019
    • 3:30 PM - 5:30 PM
    • REDW
    Register

    The monthly TAN Education meeting for August has Maria Guy moderating and Diana Borroel-Atha presenting on Business Insurance - What Type and Why?   

    It’s good business to plan ahead. “There are over 9.7 million businesses in the U.S. with fewer than 100 employees.” (Small Business Profile, US SBA, 2016) What is business insurance and why is it important? What is: Executive Bonus (162 bonus) plan, Restricted Executive Bonus arrangement plan, Nonqualified Deferred Compensation (NQDC) plan, Key Person life insurance, Buy-sell cross-purchase agreement, Buy-sell entity-purchase agreement, Partnership buy-sell agreement? And how do you fund them?

    Diana Borroel-Atha is an CLU®  Chartered Life Underwriter®, ChFC® Chartered Financial Consultant, and Financial Advisor with Atha Financial Solutions with many years of experience. She received her Professional Designations at The American College of Financial Services College in Bryn Mawr, Pennsylvania. Diana seeks to connect with the right clients who want to take control of their finances and enjoys working with business owners who think it is good business to plan ahead.

    Guests please contact a member to register!


    • 8 Aug 2019
    • 8:00 AM - 10:00 AM
    • HUB Int'l
    Register

    Join us for the TAN meeting at HUB International on Thursday, August 8, 2019 from 8:00-10:00am. Shauna Rampley is moderating and Peter Mantos has the lesson. Guests please contact a member for registration.

    • 21 Aug 2019
    • 8:00 AM - 10:00 AM
    • Santa Fe Business Incubator
    Register

    Join us for the TAN meeting at the Santa Fe Business Incubator on Wednesday, August 21, 2019 from 8:00-10:00am. Kelly Koepke will moderate and Kelly Stanhope will provide the lesson. Guests, please contact a member for registration.

    • 28 Aug 2019
    • 7:30 AM - 9:30 AM
    • REDW - Albuquerque
    Register

    Join us for the TAN meeting at REDW in Albuquerque on Wednesday, August 28, 2019 from 7:30-9:30am. Janice Honeycutt is moderating and Doug Lindsey has the lesson. Guests, please contact a member for registration.

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