Legacy & Estate Planning Series

Name: Legacy & Estate Planning Series
Start: 2025-06-18T12:00:00-06:00
End: 2025-06-18T13:00:00-06:00
Location: 915 Saddle Dr, Helena, MT, United States, Montana 59601

Touchmark on Saddle Drive Retirement Community

Highlights

Wed, 18 Jun, 2025 at 12:00 pm

1 hour

915 Saddle Dr, Helena, MT, United States, Montana 59601

Date & Location

Wed, 18 Jun, 2025 at 12:00 pm to 01:00 pm (MDT)

915 Saddle Dr, Montana 59601

915 Saddle Dr, MT 59601-5754, Montana, Helena, United States

About the event

Legacy & Estate Planning Series

Join us for our educational series designed for retirees and those preparing for retirement. Choose between a complimentary lunch at our daytime event or appetizers at our evening session.

Getting Financially Organized with Shannon Daily, CFP® of Edward Jones.

Call 406-204-3776 to RSVP by June 16.

You may also like the following events from Touchmark on Saddle Drive Retirement Community:

Next Friday, 20th June, 11:00 am, The Longest Day 2025 in Helena
Next month, 23rd July, 12:00 pm, Legacy & Estate Planning Series in Helena

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Nearby Hotels

915 Saddle Dr, Helena, MT, United States, Montana 59601

Just a heads up!

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Host Details

Touchmark on Saddle Drive Retirement Community

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Legacy & Estate Planning Series

Wed, 18 Jun, 2025 at 12:00 pm