About this Event:

Retirement can open important charitable planning conversations. Charitable Giving Tools for Retirement will bring together attorneys, wealth advisors, accountants, and other advisors for a practical look at charitable strategies that can support clients’ retirement, tax, estate, and legacy planning goals.

Hosted by One Valley Community Foundation and our advisor planning committee, this event will combine professional learning, interdisciplinary discussion, and time to connect with other local advisors.

Continuing Education:

• CFP (Certified Financial Planner) - Approved by the CFP Board
• CLE (Continuing Legal Education) - Pending approval by the MT State Bar Association
• CPE (Continuing Professional Education) - Will be submitted to the MTCPA by our partner, The Bozeman Chapter of CPAs

Session Agenda:

• Lunch + networking
• IRA Beneficiary Designations // Justin Bryan, Bryan Law Firm
• Closely Held Stock // Charlie Cromwell, Cromwell Law
• Montana Endowment Tax Credit // Bridget Wilkinson, One Valley Community Foundation
• Qualified Charitable Distributions // Dave Cole, Palisade Financial
• Tax Implications of Charitable Giving Tools // Dan Ritter, Ashton Thomas Private Wealth
• Panel Q+A
• Happy Hour

If you have questions, please contact Jill Ellwood at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .