Montana Society of Certified Public Accountants

Topic: Montana Community Foundation

Speaker: Jess Stewart-Kuntz, Vice President-Philanthropy

Discussion: Overview of the Montana Community Foundation, MT Endowment Tax Credit, Estate Planning, Intergenerational Transfer on Wealth, How to work with professionals, Review results from Montana's most recent Intergenerational Wealth Study specific to Lewis and Clark County.

When: Thursday, February 6th from 11am - 1pm

Where: Ascent Bank, 1721 11th Avenue, Helena MT

CPE Credits: 1-2
Members $10, Non-Members $20

Please RSVP by January 30th

Interested in becoming a member? Click Here to join.

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* 1. What is your name?

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* 2. What is your email address?

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* 3. Will you attend the meeting?

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* 4. Are you a current member of the Helena Chapter?

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