As a service to you, the MSUB Foundation is hosting a free estate planning series with Montana estate planning expert, Dr. Marsha Goetting. Dr. Goetting will take you through a three-course informational series on the broad aspects of estate planning, wills, trusts and gifting. Plus, you’ll learn how to approach important and tough conversations with your family regarding the issues of ownership and the nuances of equal versus equitable. She will discuss the details of 529, medical savings, TOD and POD accounts, too. This series is offered in-person and online, and participants may take one, two or all three classes.
Don’t miss this special opportunity to know more about your estate and plan your future. Join Dr. Goetting Sept. 24, Oct. 15 and Nov. 12 from 3-4 p.m., with a question and answer session to follow from 4-5 p.m. RSVP to reserve your seat or retrieve details to access the virtual presentations online today. Questions? Contact Lauren Logan at firstname.lastname@example.org or call (406) 657-2246.