All webinars are scheduled 12:05 PM - 12:55 PM.

Aging and Finances

  • December 6, 2017
    Legal and Financial Steps to Take Before Diagnosis of Alzheimer's Dementia
    Presenter:  Marsha Goetting, Montana State University Extension
    Description: Dr. Goetting will share actions in the legal and financial areas that family caregivers can take before a loved one's diagnosis of Alzheimer's Dementia or other forms of Cognitive Impairment.  Legal tools such as a financial power of attorney and health care powers of attorney, and multiple party accounts will be explored.

  • December 13, 2017
    Legal and Financial Steps to Take After  Diagnosis of Alzheimer's Dementia
    Presenter:  Marsha Goetting, Montana State University Extension
    Description: Dr. Goetting will explore legal tools such as guardianships and conservatorships, representative status, VA fiduciaries, and special needs trusts.

Investing in Your Future

  • January 17, 2018
    Asset Allocation
    Presenter:  Joel Schumacher, Montana State University Extension
    Description: Asset allocation is an important tool to manage risk while achieving an acceptable rate of return on your investments.  This session will explain why asset allocation is important and how you can evaluate what the best asset allocation is for situation.

  • January 24, 2018
    Index Funds
    Presenter:  Luke Erickson, University of Idaho Extension
    Description: You've heard that you should invest for the future. You've even been convinced to open an IRA or 401(k). Now what? There are thousands of investment options to choose from when investing for retirement and unless you're a professional stock broker it can be really difficult to decide which funds are best for you. This session will focus the investment options and strategies that work best for those saving for retirement. 

  • January 31, 2018
    Investing in Bonds
    Presenter:  Joel Schumacher, Montana State University Extension
    Description: Are bonds intimidating?  Do you feel like articles about bonds are written in a foreign language? Bonds often play an important role is a balanced investment portfolio.  This session will help participants understand the basics of the bond markets and increase their ability to evaluation the role of bonds in their investment portfolio.

  • February 7, 2018
    Making the Most of Your Employer Defined Contribution Plan
    Presenter:  Joel Schumacher, Montana State University Extension
    Description: Are you getting the full benefit of your 401k or 403b retirement plan at work?  Many American workers are not taking advantage of the "free money" that is offered to them.  This session will help workers understand the benefits offered to them.

  • February 14, 2018
    Withdrawal Strategies
    Presenter:  Luke Erickson, University of Idaho Extension
    Description: You've done it! You did what you were supposed to do and saved for retirement over the years. The time for retirement is fast approaching. There are a lot of questions, not the least of which is, "Do I have enough?" and "Will my family and I be ok?" Put your mind at ease. Regardless of the size of your nest egg this session will help you crunch your numbers, determine a reasonable date for retirement, identify how much you will have to live on during retirement, and how to make your money last a little longer than you thought. 

  • February 21, 2018
    Home Buying
    Presenter:  Carrie Johnson, North Dakota State University Extension
    Description: Thinking of buying a home? This session will give an overview of steps that need to be taken and the process of buying a home from making an offer to closing.

  • February 28, 2018
    Home Loans
    Presenter:  Joel Schumacher, Montana State University Extension
    Description: Buying a house is big purchase and understanding your home loan options can be as important as negotiating the price of your house.  This session will look as some different types of home loans and compare their features.  After this session participants will be able to evaluate what type of loan is best for their situation.

  • March 21, 2018
    Student Loan Repayment Options
    Presenter:  Carrie Johnson, North Dakota State University Extension
    Description: Student loan debt can seem overwhelming for most people.  Learn about different types of repayment options to fit your budget.

  • March 28, 2018
    To Be Determined
    Presenter:  Surine Greenway, University of Idaho Extension
    Description: