Helena Chapter: Montana Community Foundation

Thursday, February 6 11:00am - 1:00pm

(Check-In 11:00am )

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Helena

1.00 Credits

Member Price $0.00

Non-Member Price $0.00

Overview

Thursday, February 6th

11am-1pm
Ascent Bank, 1721 11th Ave, Helena MT **NEW LOCATION**
CPE Credits: 1-2
Members: $10, Non-Members $20

Jess Stewart-Kuntz, Vice President-Philanthropy will discuss an overview of the Montana Community Foundation, MT Endowment Tax Credit, Estate Planning, Intergenerational Transfer on Wealth, How to work with professionals, Review results from Montana's most recent Intergenerational Wealth Study specific to Lewis and Clark County.

Please RSVP by 1/30: www.surveymonkey.com/r/8ZPWT9X

DO NOT REGISTER THROUGH MTCPA SITE, USE LINK ABOVE TO SIGN UP

For more information please contact the Helena Chapter directly at helenachapterofcpa@gmail.com