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Planning & Prosperity Educational Workshop

  • September 24, 2025
  • 4:00 PM
  • Homewood Suites, 195 Hutton Ranch Rd, Kalispell, MT
You’re invited to a free educational workshop, Planning & Prosperity, designed for adults 40+ who want clear, practical guidance on finances, healthcare, and legacy planning.
Event Details:
Wednesday, September 24
4:00 PM
Homewood Suites, 195 Hutton Ranch Rd, Kalispell, MT
You’ll hear from four experts covering important topics:
  • Smart tax strategies with a wealth manager
  • Wills, trusts, and estate planning with an attorney
  • Medicare & ACA updates with a retiree-focused insurance agent
  • Charitable giving & community impact with Park Side Charitable Foundation
This is a great chance to get straightforward answers, useful tools, and peace of mind about your future.
Limited seating so RSVP now! pickellawpc.com/planningandprosperity
The workshop is free to attend and open to the community, proudly sponsored by Park Side Credit Union.


406-892-2072


233 13th Street East

PO Box 312

Columbia Falls, MT

59912

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