A Path Forward, A “What to do Next” Workshop

Life Transitions Workshop, a 2-hour workshop with presenter Barb Barrett, a Financial Transitions Coach, will be covering topics including Wills, Power of Attorney, Beneficiaries, tilting accounts, transfer of death, Advanced Directives, POLST, funeral insurance and Legacy Gifting. Participants will be given their own financial planning binder, a $20 value, absolutely free! Seating is limited to the first 12 attendees. Contact Connie Begger at 406-850-3269 to reserve your seat today!