Advisor Event : Charitable Giving Tools for Retirement 

A Continuing Education Program hosted by the Charitable Advisors Roundtable

October 21, 2026 | Riverside Country Club

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Charitable Giving Tools for Retirement 

A Continuing Education Program hosted by the Charitable Advisors Roundtable

October 21, 2026 | 11:30am – 4:00pm
Riverside Country Club | Bozeman, MT

Retirement can open important charitable planning conversations. Advising with Purpose: Charitable Giving Tools for Retirement will bring together attorneys, wealth advisors, accountants, and other advisors for a practical look at charitable strategies that can support clients’ retirement, tax, estate, and legacy planning goals.

Hosted by One Valley Community Foundation and the Charitable Advisors Roundtable, this event will combine professional learning, interdisciplinary discussion, and time to connect with other local advisors.


Meet the Speakers

Dan Ritter

CPA | Senior Director, Head of Tax
Ashton Thomas Private Wealth

Bridget Wilkinson

President & CEO
One Valley Community Foundation

Charlie Cromwell

Managing Partner
Cromwell Law, PLLC

 
 

Dave Cole, CFP®

Branch Manager | Financial Advisor
Palisade Financial | Raymond James

Justin M. Bryan, J.D., LL.M.

Attorney and Owner
Bryan Law Firm, P.C.

 
 

Charitable Advisors Roundtable Planning Committee

Anne Ashton CFP® CWS ®

Senior VP, Financial Advisor, Portfolio Manager
Owen Legacy Group

Sarah Hessler, CFP®

Sr. Financial Consultant
Charles Schwab

Kimberly Hartman

Director of Financial Planning
Stockman Wealth Management

 

Dave Cole, CFP®

Branch Manager | Financial Advisor
Palisade Financial | Raymond James

Ashley Burleson

Partner
Crowley Fleck PLLP

Jordan Feddes

Attorney and Shareholder
Bryan Law Firm, P.C.

 
 
 

Sponsored By

 
 

 

CE Program accepted by CFP Board. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. (CFP Board Center) owns and licenses to Certified Financial Planner Board of Standards, Inc. the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, the CFP® (with plaque design) certification mark and the CFP® (with flame design) certification mark in the United States, which CFP Board authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board Center also owns and licenses to CFP Board the CFP BOARD® service mark. Any marks owned by CFP Board Center and licensed to CFP Board are used with permission.