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Marsha Goetting: Trusts

Missoula Aging Services

Tuesday, October 29, 2019 from 2:00 PM to 4:00 PM (MDT)

Marsha Goetting: Trusts

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Type Remaining End Quantity
Workshop entry and materials 34 Tickets Oct 29, 2019 Free  

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Event Details

Trusts with Dr. Marsha Goetting

Do I Need One or Not?

 

"To have a trust or not have a trust… aye, that is the question?" Although revocable living trusts have existed for many years, they have recently gained more visibility. You may have read newspaper ads for no cost seminars on the benefits of a revocable living trust, or perhaps you’ve seen TV commercials suggesting that everyone should have one. A revocable living trust can be an excellent tool for handling some types of financial affairs. But it is not an appropriate choice for everyone.

 

Dr. Marsha GoettingMontana State University Extension, will explore the advantages and disadvantages of revocable living trusts and testamentary trusts. She will also examine alternative legal arrangements that may accomplish your goals more effectively, such as a durable power of attorney. She will keep you actively involved by having you answer questions using response clickers. Dr. Goetting has enhanced her presentations by combining her appreciation of Montana wildflowers with her desire to help you remember appropriate uses of trusts.

 

Dr. Marsha A. Goetting is a Professor and Extension Family Economics Specialist at Montana State University in Bozeman. During the past seven years she has presented over 500 educational sessions reaching over 15,000 Montanans with financial and estate planning information. She has received state, regional and national awards for her programs. She is well known for her authorship of 43 MontGuides (fact sheets) in the estate planning area. Dr. Goetting received her Bachelors and Masters degrees in Family Economics and Adult Education from Kansas State University and her PhD from Iowa State University.

 




 

FAQ's:

What are the transportation options for getting to and from the event? Clearwater Credit Union (formerly Missoula Federal Credit Union,) located at 3600 Brooks St. is reachable on Mountain Line city buses. To understand busing options click here.  To map driving, walking or biking instructions to the event click here

 

What are the parking options at the event? Note that the workshop will be held in the Corporate Training Center of the Brooks St. location (off Dore Lane) inside the Gary Clark Room. There is off street parking in the credit union lot of the Training Center. There is ample on street parking around the credit union and additional space in the Kohl's Department Store lot across the street. DURING THE HOURS OF 9:00 A.M. TO 5:00 P.M., PARKING IN THE DESIGNATED CREDIT UNION MEMBER PARKING LOT IS NOT PERMITTED. 

 

How many participants will the workshop accomodate and why register in advance? The workshop will accomodate up to 60 participants. Pre-registration is required.


Is there a minimum age requirement to participate? The workshop is relevant for all ages.


How to learn more about Marsha Goetting? Visit the MSU Extension Office website: http://www.montana.edu/extensionecon/webinarpresenter.html


***The 2019 workshops with Dr. Marsha Goetting in Missoula are being coordinated by Missoula Aging Services in partnership with MSU Extension OfficeMontana Geriatric Education Center and Montana Community Foundation. Special thanks to Clearwater Credit Union for providing workshop space. 

 

 

 

 


 

 

Have questions about Marsha Goetting: Trusts? Contact Missoula Aging Services

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When & Where


Clearwater Credit Union (Missoula Federal Credit Union)
Corporate Training Center - Gary Clark Room
3600 Brooks Street
Missoula, MT 59801

Tuesday, October 29, 2019 from 2:00 PM to 4:00 PM (MDT)


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