How about starting 2026 with your ducks in a row?
Please join an exceptional team of experts for a workshop on smart ways to support the causes you believe, and create legacy for the future.
During this free, half-day workshop we will discuss tax-smart tools, like donating appreciated assets, contributing your Required Minimum Distribution (RMD), or setting up a tax-free account for charitable giving, that enable you to give to your favorite nonprofits while giving you peace of mind.
The workshop will be led by a trio of experts with decades of experience in personal finance, estate planning, and charitable giving:
Please help us plan by RSVP'ing to Minette at minette@fvlt.org or calling 406-519-5191.
Ducks in flight by Paul Queneau
