Solid Finances

Presenter	Title	Date	Time	Room #	Resources
Money Management
Marsha Goetting	Get a Grip on Your Money	September 20	8:30 a.m.	SUB 233/235	PDF
Marsha Goetting Joel Schumacher	Tax Savings Tools: Flex Plans, Heath Care Savings Accounts, and Montana Medical Care Savings Accounts	October 4	Noon	Procrastinator Theater	PDF
Joel Schumacher	What's Your Credit Score and What Does It Mean?	October 11	8:30 a.m.	SUB Ballroom D	PDF
Joel Schumacher	Saving Money by Paying Down Debt	October 18	8:30 a.m.	Procrastinator Theater	PDF
Investments
Joel Schumacher	Investment Risks	November 29	8:30 a.m.	SUB 233/235	PDF
Joel Schumacher	Personal Risk Tolerance and Asset Allocation	December 6	8:30 a.m.	SUB Ballroom D	PDF
Joel Schumacher	Mutual Funds	December 13	Noon	SUB Ballroom D	PDF
Joel Schumacher	Mortgages (Refinancing & Reverse)	December 20	8:30 a.m.	SUB Ballroom D	PDF
Retirement
Marsha Goetting	Retirement Planning for Any Age	January 24	8:30 a.m.	SUB Ballroom B	PDF
Joel Schumacher	Retirement Planning for Younger Workers	January 31	8:30 a.m.	SUB Ballroom D	PDF
Joel Schumacher	Employer Plans and Social Security	February 7	Noon	SUB Ballroom D	PDF
Joel Schumacher	IRAs, 457 Plans, 403b Plans & Other Income Sources	February 14	8:30 a.m.	SUB Ballroom D	PDF
Estate Planning
Marsha Goetting	Think You Know Who Gets Your Property When You Die? Think Again?	March 6	Noon	SUB 233/235	PDF
Marsha Goetting	Power of Attorney, Trusts, and More	March 20	8:30 a.m.	SUB Ballroom D	PDF
Marsha Goetting	Wills, Living Wills, End of Life Registry, Advance Directives & POLST	April 3	8:30 a.m.	SUB 233/235	PDF
Marsha Goetting	Estate Planning Tools & Tips: Avoiding probate with Beneficiary Deeds, PODs, TODs, and other Beneficiary Designations	April 17	8:30 a.m.	SUB 233/235	PDF

Presenters

Series:

Marsha A. Goetting

Joel Schumacher

Bozeman Schedule and Resources