Upcoming Events

4:30 pm, April 8, 2026Santa Fe Real Estate Update & 2026 Outlook»

Barker Realty, LLC – Kyle Klain and Gretchen Walther. This interactive session is designed to provide a practical understanding of the local market and time to ask questions. Current home…

8:15 am, May 22, 2026Financial Planning Meeting – May 2026»

Educational seminar focusing on financial planning topics such as estate planning, tax information, charitable goals, risk management, etc.  We welcome interactive questions and discussion. To attend in person or remotely,…

8:15 am, June 25, 2026Investment Strategy Meeting – June 2026»

Informative seminar where we discuss recent market activity, dive into particular investment themes, and offer a first-hand look into our portfolio management process. We welcome questions and discussion.  To attend…

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