Women, Wine & Wealth - Havre
April 23, 2025
You and a friend are invited to a Women, Wine & Wealth event hosted by Allied Investment Advisors, Hi-Line Law and WIPFLI. Join us on Wednesday, May 21st from 4:00 PM - 5:30 PM at the Hi-Line Law offices 330 4th Street, Havre, Montana.
Women play a central role in establishing and preserving family wealth - whether fulfilling charitable goals, nurturing the values of children, or making financial decisions that affect the financial security of themselves and their families. Research shows that at some point in her life virtually every woman will become responsible for managing her family's wealth and we owe it to ourselves to become more financially savvy.
Our agenda will be simple - a panel of experts discussing legacy planning, tax planning, financial and retirement planning while you sip wine and enjoy great conversation. Amazing things happen when women team up - especially when you add wine to the mix!
Kellie Hirsch, APMA®, CDFA®, with Allied Investment Advisors will facilitate a question and answer session with our panel of experts:
- Legacy & Estate Planning - Jennifer Forsyth, Attorney/Owner at Hi-Line Law, PLLC
- Tax Planning - Dana Springer, CPA with WIPFLI
- Retirement & Financial Planning - Sarah Siderius, CFP® Retirement Consultant with Allied Investment Advisors, LLC
Come with your questions for our panelists as well.
To allow us to plan accordingly, please RSVP by contacting Mindy Gunther at [email protected] by Monday, May 19th. Or, contact us at (406) 839-2037.
We hope to see you there!