BEGIN:VCALENDAR
PRODID:-//Soapbox Engage//Events iCal//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20261021T173000Z
DTEND:20261021T220000Z
DTSTAMP:20260913T192108
DESCRIPTION: About this Event:\nRetirement 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.\n\nHosted 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.\nContinuing Education:\n \n\nCFP (Certified Financial Planner) - Approved by the CFP Board\nCLE (Continuing Legal Education) - Pending approval by the MT State Bar Association\nCPE (Continuing Professional Education) - Will be submitted to the MTCPA by our partner, The Bozeman Chapter of CPAs\n\n \nSession Agenda:\n\nLunch + networking\nIRA Beneficiary Designations  // Justin Bryan, Bryan Law Firm\nClosely Held Stock // Charlie Cromwell, Cromwell Law\nMontana Endowment Tax Credit // Bridget Wilkinson, One Valley Community Foundation\nQualified Charitable Distributions // Dave Cole, Palisade Financial\nTax Implications of Charitable Giving Tools // Dan Ritter, Ashton Thomas Private Wealth\nPanel Q+A\nHappy Hour\n\nIf you have questions, please contact Jill Ellwood at jill@onevalley.org.\n\nFor details, click here: https://onevalley.secure.nonprofitsoapbox.com/component/events/event/37
SUMMARY:Advisor Event: Charitable Giving Tools for Retirement
ORGANIZER;CN=One Valley Community Foundation:MAILTO:chloe@onevalley.org
UID:37-2026-10-21 11:30:00@onevalley.nonprofitsoapbox.com
SEQUENCE:0
LOCATION: 2500 Springhill Rd, Bozeman, MT, 59718
END:VEVENT
END:VCALENDAR