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Helena Valley - Photo 2.jpg

Photography by Ron Armstrong

Planning Today for the People &
Causes You Love

Estate Planning Seminar:
A Complimentary Presentation & Lunch
Making thoughtful decisions about your estate can provide peace of mind for your family and create lasting impact in the Helena community.

Join St. Peter’s Health Foundation for a conversation about: 

  • Why charitable giving is important to estate planning 

  • Approaches to giving with intention and tax awareness 

  • Common charitable strategies used in estate plans 

  • Guidance for aligning values, family goals, and giving to causes close to your heart

WEDNESDAY, APRIL 8, 2026

12:30-1:30PM

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ST. PETER’S HEALTH EDUCATION CENTER (MAIN ENTRANCE) 2475 E. BROADWAY ST

HELENA, MT

Lunch will be provided. Seating is limited.

RSVP by April 3rd to the St. Peter’s Health Foundation KTooley@sphealth.org or 406-444-2370
or click here:
Bill Davies Headshot 2022_edited.jpg
Led by Bill Davies, CFP, JD​​
Estate Planning Professional,
U.S. Bank Private Wealth Management

If you have any questions or what to learn more about planned giving today, contact Beth Warner at eawarner@sphealth. org or click here:

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