Helena Lunch and Learn Monthly Series

Name: Helena Lunch and Learn Monthly Series
Start: 2025-08-20T11:30:00-06:00
End: 2025-08-20T13:00:00-06:00
Location: 3207 Colonial Drive, Helena, MT, United States, Montana 59601

Schedule

Wed Aug 20 2025 at 11:30 am to 01:00 pm

UTC-06:00

Location

3207 Colonial Drive, Helena, MT, United States, Montana 59601 | Helena, MT

Starting May 28, join us every other Wednesday from 11:30 a.m. to 1:00 p.m. for a free lunch and expert insights on senior topics like healthcare, estate planning, downsizing, and long-term care.
Seats are limited—RSVP to Emily at 406-558-2640 or [email protected].
Full details below⬇️
May 28th | 11:30am-1:00pm
Topic: What is Senior Living?
From independent living to skilled nursing to help in a private home, this informational session will guide you through what each service offers.
Hosted by: Edgewood at Edgewood Helena
June 11th | 11:30am-1:00pm
Topic: Asset Management and Long-Term Care Insurance
Let's discuss managing investments and how to meet long term financial goals to set you up for retirement income success. We'll go over how to structure assets and what care is included.
Hosted by: Shannon Daily, Financial Advisor, CFP® at Edward Jones, and Attorney
June 25th | 11:30am-1:00pm
Topic: Medical Planning & Lifestyle Management
Learn how proactive healthcare can help seniors stay strong and healthy to enjoy retirement.
Hosted by: Edgewood at Edgewood Helena
July 9th | 11:30am-1:00pm
Topic: Accepting a Dementia Diagnosis
Learn helpful ways for individuals and families to cope with a new dementia diagnosis and what support is available to comfort them.
Hosted by: Edgewood at Edgewood Helena
July 23rd | 11:30am-1:00pm
Topic: Estate Planning, Power of Attorney, Wills and Other Important Legal Information
Find out how estate planning can protect you and your family if you cannot make decisions, ensure your assets go where you want, and reduce extra costs and taxes.
Hosted by: Shannon Daily, Financial Advisor, CFP® at Edward Jones, and Attorney, with Notary on Site
August 6th | 11:30am-1:00pm
Topic: Downsizing & Emotional Preparation
Understanding the why and how of selling and downsizing. Learn what can cause emotional distress and how to cope with change.
Hosted by: Breena Buettner, broker and realtor with Waypoint Realty Group at Keller Williams
August 20th | 11:30am-1:00pm
Topic: Hospice and Palliative Care
With expert guidance, Stillwater Hospice will explain the differences between the two terms, and its robust palliative care program.
Hosted by: Stillwater Hospice
September 3 | 11:30am-1:00pm
Topic: Advanced Funeral Planning
Natalie will help families explore the plans that best support them during the difficult process of making final arrangements.
Hosted by: Natalie Boey with Anderson, Stevenson, Wilke & Retz
To RSVP and for more information, contact Emily at 406-558-2640 or [email protected].