Planning & Prosperity:

Real Tools for Financial Confidence After 40

Your future deserves a plan.

Join us for Planning & Prosperity, a free educational workshop designed for adults 40+ who want clear, practical guidance on finances, healthcare, and legacy planning.

Hosted by the Park Side Charitable Foundation, this event will provide you with the knowledge and tools that will help you be financially confident in your 40's, 50's, and beyond.

Learn from 4 expert speakers covering essential topics:

Tax-smart strategies with a professional wealth manager

Wills, trusts, & estate planning with an experienced attorney

Medicare & Affordable Care Act updates with an insurance agent who specializes in retiree coverage

Charitable giving & community impact with Park Side Charitable Foundation

Wednesday, September 24th, 4:00pm

Hosted At: Homewood Suites

195 Hutton Ranch Rd, Kalispell, MT