Estate Planning Seminar to be held in Helena, MT October 1st

Wildflower Reflections: Property, Family & Legacy Planning

Free and open to the public

While everyone owns some type of property—checking or saving accounts, stocks, mutual funds, automobiles or a home—many are unaware how the wording on these accounts, titles, or deeds to these properties determines who receives them upon the owner’s passing.

Even if it is only a certificate of deposit of $1,000 or the opal ring left to you by your grandmother, you want to have a say about who gets it.  Having an estate plan gives you that control.

Dr. Goetting has combined her career-long obsession about estate planning with her recent passion for Montana wildflowers in a creative and unique presentation that you won’t want to miss.

Regardless of your age, financial condition, or marital status you will learn facts that will help you jump-start your estate planning preparations.
Event Details:

Thursday, October 1, 2015; 6:30 pm - 8:30 pm

Covenant United Methodist Church

2330 East Broadway, Helena, MT 59601

Register by calling AARP at 406-457-4702

 

Event Presenter: Marsha A. Goetting, Ph.D., CFP, CFCS

Marsha A. Goetting is a Professor and Extension Family Economics Specialist.  During the past six years she has presented over 330 educational sessions reaching over 11,500 Montanans with financial and estate planning information.  She has received state, regional and national state awards for her programs.  Dr. Goetting received her Bachelors and Masters degrees in Family Economics and Adult Education from Kansas State University.  Her PhD is from Iowa State University.

 

 

 

 

Event Sponsors:  AARP Montana; Covenant United Methodist Church; St. Paul’s United Methodist Church; MSU Extension Services.