Event Detail

May
21
Wednesday
May
21
Wed
Business :: Lecture
Legacy and Estate Planning Series
12:00 PM
Touchmark on Saddle Drive
Legacy and Estate Planning Series Description:
Planning for the future starts with peace of mind. Join us for informative events designed for retirees and those preparing for retirement. Choose between a complimentary lunch at our daytime event or appetizers at our evening session.

Event Series Dates:

Wednesday, April 16 • Noon - 1 pm
Financial Planning & Elder Law Resources with Liza Madison, Legal Services Developer from the Office on Aging at the Department of Health and Human Services (DPHHS). RSVP by April 14.

Wednesday, May 21 • Noon - 1:30 pm and 4:30 - 6 pm
Legacy Planning with Dr. Marsha Goetting, Professor and Extension Family Economics Specialist, Montana State University. RSVP by May 19.

Wednesday, June 18 • Noon - 1 pm
Getting Financially Organized with Shannon Daily, CFP® of Edward Jones. RSVP by June 16.

Call 406-204-3776 to RSVP at least two days before each event.
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Age Group: Adults
Venue: Touchmark on Saddle Drive
Address: 915 Saddle Drive Helena, MT 59601
Phone: 406-204-3776

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