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Course Overview

As a benefit of the Osher Lifelong Learning Institute (OLLI) at UNM Continuing Education, members are able to register for free Members-only events throughout the year, including lectures and movie nights.

To register, simply choose an upcoming open event and click "register now". You must be signed in and have an active OLLI membership to enroll.

To learn more about becoming a member, click here.

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Enroll Now - Select a section to enroll in
Type
In-Person Class
Days
T
Time
3:30PM to 5:30PM
Dates
Nov 12, 2024
Schedule
View Details
Contact Hours
2.0
Location
Delivery Options
In-person  
Course Fee(s)
Fee non-credit $0.00 Click here to get more information
Drop Request Deadline
Nov 09, 2024
Transfer Request Deadline
Nov 09, 2024
Instructor(s)
Section Notes

The Elizabeth Whitefield End of Life Options Act has been in effect for over two years.  Have there been any changes?  What are the other options New Mexicans have?  Do you need to review your Advance Healthcare Directive?  These and other issues will be discussed.  Free materials will be available to help with some of these decisions.

 

 

Type
In-Person Class
Days
Th
Time
10:00AM to 11:30AM
Dates
Nov 14, 2024
Schedule
View Details
Contact Hours
1.5
Location
Delivery Options
In-person  
Course Fee(s)
Fee non-credit $0.00
Drop Request Deadline
Nov 11, 2024
Transfer Request Deadline
Nov 11, 2024
Instructor(s)
Section Notes

The purpose of estate planning is to develop a strategy that will maintain financial security during your lifetime and ensure the transfer of your assets when you pass away. However, estate planning must also take into consideration the unique circumstances of your family. In this class, you will learn the key elements of an effective estate plan, the costs associated, and why each is important. You will also hear about ways you can include charitable gifts in your estate plan. There are actions you can take today that will give you greater peace of mind and ensure your beneficiaries, including your chosen charities, receive what you intend.

Please note: You are not required to be an OLLI member to participate in this event.

Presenters:

Bonnie McLeskey has been the Associate Vice President of Planned Giving at the University of New Mexico Foundation for eight years. Bonnie has over 20 years’ experience in non-profit fundraising, including positions at the University of California Santa Cruz, the Museum of New Mexico Foundation, and the San Francisco Museum of Modern Art. She is a Certified Specialist in Planned Giving.

Madison R. Jones, J.D., M.B.A. is a partner at Wilcox, Myers, & Jones, P.C. whose practice focuses primarily on estate and business planning including trust formation, trust and estate administration, and entity formation and counseling. Madison is also a current candidate for her LLM in Taxation from New York University School of Law.

Madison is honored to serve on the Advisory Board of the Future Fund of the Albuquerque Community Foundation and as a volunteer attorney with the New Mexico Immigrant Law Center. Madison regularly speaks to attorneys, accountants, financial advisors, and others on estate planning, business planning, charitable giving, planning related to retirement benefits, and legal ethics.

Madison attended the University of New Mexico, where she earned a Bachelor of Arts (summa cum laude) and her Masters in Business Administration (with honors) prior to attending law school in Seattle, where she earned her Juris Doctor (cum laude).

Type
In-Person Class
Days
W
Time
1:00PM to 3:00PM
Dates
Dec 11, 2024
Schedule
View Details
Contact Hours
2.0
Location
Delivery Options
In-person  
Course Fee(s)
Fee non-credit $0.00 Click here to get more information
Drop Request Deadline
Dec 08, 2024
Transfer Request Deadline
Dec 08, 2024
Instructor(s)
Section Notes

Were you this child?  Why do we hang stockings on Christmas Eve?  Why is there a ginormous apple – and an orange – in my stocking taking up space where there should be toys?  Would Santa really put coal in my stocking? Why? IS THERE REALLY A SANTA CLAUS? Are you this adult? Who thought of putting a tree in the house where it can shed on the carpet? Am I irreverent if I write “Xmas”? Should I leave milk with the cookies, or would he prefer a bottle of Coke? Join us for an exploration of the plum pudding that is Christmas and its customs – religious, secular, and even “pagan.” And, yes, Virginia, there is a Santa Claus. Who the heck is Virginia?

Additional Information

Proof of vaccination or a negative COVID-19 test is no longer required for entry. Masks are recommended.

A current OLLI Membership is required to register for this course, please click here to add to your cart. Please purchase one membership per account.

This class is eligible for UNM Tuition Remission under Personal Enrichment.

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