Title Date Resources Recordings

2017

Who Gets Grandma's Yellow Pie Plate in Idaho

March 22

PDF File 

Wildflower Reflections: Family Legacies and Estate Planning
in Montana

March 8

PDF File

Medicaid and Long-Term Care Partnership Insurance in Montana

March 1

PDF File 

Health Insurance:  Financial Literacy

February 22

PDF File 

Banking 101

February 15

PDF File

Avoiding Financial Scams

February 8

PDF File

Talking With Aging Parents About Finances

February 1

PDF File 

Individual Retirement Accounts

January 25

 PDF File

Taking the Mystery Out of Retirement

January 18

 PDF File 

2016

Heath Care Savings Accounts and Flexible Spending Accounts

December 14

PDF File

Health Insurance Options for Those Nearing Retirement

December 7

 PDF File

Small Steps to Health and Wealth

November 30

PDF File 

Recent Changes to Federal Financial Aid

November 9

PDF File 

Teens and Money

November 2

  PDF File

Creating a Debt Repayment Plan

October 19

PDF File

Car Loans

October 12

 PDF File

Credit Scores

October 5

 PDF File

What Are Your Rights Over Your Remains

April 13

PDF File

Top 10 Estate Planning Options for Montanans  

April 6

PDF File

Finding State Assistance for Lower Income South Dakota
Individual/Families

March 23

PDF File

Purchasing a Cellphone Plan (English Version)

March 2

No
resources

La compra de un plan de telefono celular

March 2

No
resources

Smart Choice Health Care Workshop

February 24

 PDF File

Student Loan Consolidation

February 17

  PDF File

Home Mortgage Refinancing

February 10

PDF File

FAFSA & Applying for Federal Student Aid

February 3

PDF File

Identity Theft

January 27

PDF File

Protecting Yourself from Predatory Lenders

January 20

 PDF File

2015

Participant Questions

December 16

 PDF File

Retirement Planning for Late Starters

December 9

 PDF File

Retirement Planning:  Top 10 Things Everyone
Needs to Know

December 2

 PDF File

Financial Records Organization:  Preparing for
Emergencies & Disasters

October 28

PDF File 

Home Buying

October 21

PDF File 

Emergency Savings

October 14

 PDF File

Saving Money:  Spending Leaks

October 7

PDF File

Senior Financial Protection: Responding to Change:
Diminished Capacity, the Aging Population, and
Financial Decisions

April 22

No
Resources

Why Buy Insurance?

April 15

PDF File

Using Financial Apps & Websites

April 8

PDF File

Participant Questions

April 1

PDF File

Financial Fads, Diets, and Short-Term Efforts:
Do They Really Help?

March 25

PDF File

Common Law Marriages & Estate Planning
in Montana

March 4

PDF File

Will Probate Be Necessary on my Estate in Montana?

February 25

PDF File

Avoid Probate on Real Property with a Beneficiary
Deed in Montana

February 18

PDF File

 Should I Have a Trust in Montana?

 February 11

PDF File

Who Gets Grandma's Yellow Pie Plate & Grandpa's
Watch in Montana

 February 4

PDF File

2014

CD Ladders, Dividend Stocks, Income Mutual Funds

December 17

PDF File

Charitable Gift Annuities

December 10

PDF File

Annuities

December 3

PDF File

Repayment Options for Montana Borrowers

October 8

PDF File

The Myths of Financial Aid/Student Loans

October 1

PDF File

Using Flex Plans and Montana Medical Care
Savings Accounts (MSAs)

April 30

PDF File

How Title Affects Who Receives Your Property Upon
Death; With or Without a Will

April 9

PDF File

Advanced Directives: What Are They and Why
Should You Have Them?

April 2

PDF File

Smart Bond Investing

February 12

PDF File

Tips to Protect Yourself from Financial
Marketing Schemes

February 5

PDF File

10 Financial Fraud Scams and How to Avoid Them

January 29

PDF File

2013

Retirement Planning for Those Nearing Retirement:  
What Does Retirement Mean to You?

December 18

PDF File

Retirement Planning for Younger Workers

December 11

PDF File

Retirement Planning:  Withdrawal Strategies

December 4

PDF File

Federal Student Loans:  Repayment Options

October 2

PDF File

Federal Student Loans:  Current and/or
Potential Borrowers

September 25

PDF File