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Event Testimonials

What Past Attendees Are Saying About Rich’s Events

The presentation gave us very informative ideas we didn’t know about, such as, living trusts, healthcare powers of attorney and The Capital Gains Avoidance Trust. We realized that our estate planning was inadequate and needed to see Rich to get everything set up properly.

We would highly recommend attending this presentation to our friends! The information we learned to maximize our estate and avoid taxes and probate costs was worth taking the time to attend!

When we met with Rich, we caught that our estate plan was done wrong and therefore our family would have gone through probate. Our Conversation Meeting with him saved our family $50,000-$100,000 easily not to mention time and public disclosure of our confidential financial information. He even arranged for a meeting with a local estate planning attorney that is willing to get it all done correctly and Rich has been a part of these meetings to make sure we are taken care of properly this time around!

Fred & Joan Hodgeboom – Big Fork, MT

Rich did a good job introducing topics that we had not previously thought of. Our fears regarding our personal finances from our lack of knowledge was evident after attending. We also learned the importance of pre-planning and finally taking action! We would tell anyone contemplating attending this presentation that it was very informative and well worth your time!

Time & Jane Whaling – Polson, MT

What did you think of this presentation?

A lot of information presented well. This caused me to rethink my current plan.

What fears or concerns did you have?

Taxes & estate

What would you tell someone contemplating the sacrifice of time to drive and attend the event you heard today?

Life is an adventure. Learning is a lifetime activity. Go for it!

What did you learn/enjoy the most?

All the different options or plans available to plan my gifting and inheritance distributions.

James Banyai – Kalispell, MT

What did you think of this presentation?

Great! Very informative.

What fears or concerns did you have?

Estate planning and capital gains.

What would you tell someone contemplating the sacrifice of time to drive and attend the event you heard today?

Worth it!

What did you learn/enjoy the most?

Easy explanations.

Richard and Jordy Berger – Whitefish, MT

What did you think of this presentation?

Very interesting and helpful.

What fears or concerns did you have?

Pressure to sign a contract.

What would you tell someone contemplating the sacrifice of time to drive and attend the event you herd today?

You will learn something – guaranteed.

What did you enjoy the most?

Fun quotes.

Deborah Wallen – Lakeside, MT

What did you think of this presentation?

Great!

What fears or concerns did you have?

All of them.

What would you tell someone contemplating the sacrifice of time to drive and attend the event you herd today?

It’s worth your time!

What did you enjoy the most?

I need help.

Jim Dary & Norma Milanovich – Kalispell, MT

What did you enjoy the most?

Learned that there was a Capital Gains Avoidance Trust and Estate Tax Free Family Incentive Trust.

Nancy Pickering – Missoula, MT

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Charitable Giving

Charitable Giving

Rich has a passion for helping others and goes to great lengths to educate his clients on the benefits of building charitable giving into their financial plan.

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