Financial planning involves much more than selecting investments or saving for retirement. A strong financial plan considers the different areas of your financial life and how they work together to support your goals, protect your family, and prepare for the future.
Join NMSAE for The 6 Pillars of Financial Planning, the first program in the new NMSAE Financial Foundations Series. Brian Spinnato of Ethos Financial Partners will introduce a practical framework for evaluating the key components of a comprehensive financial plan.
During this 60-minute, in-person session, participants will explore the six foundational areas that contribute to a comprehensive financial plan and learn how those areas work together to support their goals, prepare for retirement, protect their wealth, and plan for the future. The session will help participants assess where they are today, recognize potential gaps, and identify important questions to discuss with their financial professionals.
Developed with association executives in mind, the program is also open to association staff, affiliate members, vendors, government affairs professionals, and other members of the NMSAE community. The financial topics covered are broadly applicable to professionals at every stage of their careers.
This session may be attended individually or as part of the three-part NMSAE Financial Foundations Series, which will continue with programs on estate planning and current tax-planning strategies.
Tuesday, September 29, 2026
9:00–10:00 a.m.
In person in Albuquerque
The series brings together professionals in financial planning, estate planning, and tax strategy to provide accessible, coordinated guidance on issues that affect participants and their families