Montana State University

Marsha A. Goetting

Montana State University
Extension Economics
P.O. Box 172800
Bozeman, MT 59717-2800

Tel: (406) 994-5695
Fax: (406) 994-4838
E-mail: goetting@montana.edu
Location: 208C Linfield Hall

Joel Schumacher

Montana State University
Extension Economics
P.O. Box 172800
Bozeman, MT 59717-2800

Tel: (406) 994-5695
Fax: (406) 994-4838
E-mail: jschumacher@montana.edu
Location: 210D Linfield Hall

Solid Finances Logo

Bozeman Schedule and Resources

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