Free Farm and Ranch Seminar
FARM AND RANCH 2022
Please Join Us
Learn how to protect your family farm or ranch
MAKE SURE that the family farm or ranch does not have to be sold to pay for extended nursing home stay.
GUARANTEE to your family that your estate will pay the least possible estate taxes at your death.
LEARN HOW to equalize the inheritance received by children who are active in the operations of the farm or ranch with those who are not.
LEARN WHY family farms or ranches should be owned by multiple limited liability companies.
Join Us in Great Falls
Date: October 5th, 2022
Time: 9 am to 12 pm
Location: CM Russell Museum
400 13th St. N.
Great Falls, MT
Join Us in Lewistown
Date: October 12th, 2022
Time: 9 am to 12 pm
Location: Yogo Inn
211 E Main Street
Lewistown, MT
Due to limited seating, our seminars fill up quickly. Call or email to RSVP. Email katie@pathwisegroup.com or call (406) 278-6469.
FARM AND RANCH 2022
Our Speakers
KEITH TOKERUD, ESQ
Scott, Tokerud & McCarty, P.C.
Keith grew up farming in northcentral Montana. Much of his Great Falls legal practice is devoted to helping clients protect their families and their wealth dur ing the transition of their farms and ranches to the next generation. Keith has given numerous executive briefings on these topics to CPAs and other profes sionals, as well as farmers and ranchers.
DAN KONEN, C.P.A.
JCCS, P.C.
Dan grew up on a farm/ranch in Montana and keeps his hands in it today. With more than three decades as a well-respected accountant, Dan has seen an in crease in the need for specialized services relating to the financial success of clients. To anticipate and meet those needs, Dan strives always to provide top level services that enhance the financial decision-making and futures of his individual and business clients. This year we are looking forward to Bonnie Robertson, CPA from JCCS, P.C. joining us.
JARED P. BROWN
Owner/Founder | The Pathwise Group
Jared has supported farmers and ranchers for well over 20 years. Having a strong interest in finance strategy and overall planning has allowed him to be an astute mentor and guide for his clients. He helps them reach their goals through building a relationships developing mutual respect and confidence that he will work tirelessly for his clients’ best interest and future.
“10 out of 10, this seminar helped us think about the future of our ranch and how to best plan for the future of our kids!”
–Farm & Ranch Seminar Participant