Women, Wine & Wealth - Miles City

This event has passed. To be invited to a future event in Miles City, please contact our office at (406) 839-2037.

You and a friend are invited to Allied Investment Advisors' Women, Wine & Wealth event. Join us on Wednesday, October 26th from 4:00-5:30 PM at Tongue River Winery. We'll enjoy a wine tasting and expand our financial knowledge.

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 with Allied Investment Advisors will facilitate a question and answer session with our panel of experts:

• Legacy & Estate Planning - Janette Krutzfeldt Jones, Attorney with Krutzfeldt & Jones, LLP
• Tax Planning - Wendee Essex, CPA with Stallard & Associates
• Retirement & Financial Planning - Sarah Siderius, 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 Sarah Siderius at [email protected] or Christy Smith at [email protected] by Monday, October 24th. Or, contact us at (406) 839-2037.

We hope to see you there!