New Chamber Members
Topic: Planning Your Financial Future: Tax, Retirement, and Legacy Strategies
Presenters:
Connor Hausauer, Financial Advisor - Edward Jones - Connor Hausauer
Cody Townsend, Attorney - Silverman Law Office, PLLC
Overview
Join us for an informative session designed to help you build a strong financial future. This workshop will cover essential tax, retirement, and legacy planning concepts to help you make confident, informed decisions.
Topics to be Covered:
- Understanding the Basics of Estate Planning
What estate planning truly includes—incapacity planning, healthcare decisions, protecting loved ones, and assigning financial authority. - Wills, Trusts, and Probate in Montana
How each tool works, when they're appropriate, and how they help ensure assets pass according to your wishes. - Beneficiary Designations & Asset Titling
How certain assets transfer outside a will, and why proper titling and up‑to‑date beneficiaries are essential.
- Retirement by Design: Strategies for Every Stage of Life
Practical approaches to building and maintaining a retirement plan—whether you're early in your career, approaching retirement, or already retired. - Aligning Retirement and Legacy Goals
How retirement and estate planning work together to protect assets, reduce complications, and support the people who matter most.
Date and Time
Wednesday Apr 22, 2026
11:30 AM - 1:00 PM MDT
Registration | Lunch - 11:30a.m. - 12:00p.m.
Presentation - 12:00p.m. - 1:00p.m.
Fees/Admission
Members: $32
Non-Members: $125
Passes may be included with membership.
Registration is non-refundable 7 days prior to the event.
Website
Contact Information
Any questions, please contact Karri Clark at 922-0446.
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