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Lifelong Learning Course Catalog > Career & Professional Development > Financial Planning

Retirement Planning - TODAY!  

You went to school to prepare for your career, now it’s time to prepare for your retirement. Learn about the many ways to save for retirement — advantages and disadvantages of each.

This comprehensive course helps you see the "big picture." It examines many aspects of personal finance and explains how they all can work together to create an integrated retirement plan.

Topics include saving money on taxes, managing investment risk, Social Security claiming strategies and protecting your assets from long-term care expenses. Above all, helping you assess your financial situation so you can develop a plan to achieve your goals.
All ages welcome! Cost of class includes a comprehensive retirement manual.

This comprehensive course will help students see the “big picture” concerning retirement. It examines many aspects of personal finance and how they work together to create an integrated retirement plan.

 

Retirement Planning - TODAY! $49.00
Instructor: Keith Duncan Section: F1930
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Additional Information: Price is per couple. Book is included.
Date(s):
10/22/2019 - 10/29/2019
Times:
6:30 PM - 9:30 PM
Day(s) of Week:
Tu
# of Days:
2
       
Location/Room: 2100 16th Ave S Great Falls, MT 59405, R170
Course Materials/Supplies:
Course Outline: Life Planning for Retirement, Retirement Needs & Expenses, Retirement Roadblocks & Mistakes, Retirement Income Sources, Retirement Plan Distributions, Investments, Risk Management & Asset Protection and Estate Planning.
 

Retirement Planning - TODAY! $49.00
Instructor: Keith Duncan Section: F1931
Click for Course Description:
 Show More
Additional Information: Price is per couple. Book is included.
Date(s):
10/30/2019 - 11/6/2019
Times:
6:30 PM - 9:30 PM
Day(s) of Week:
W
# of Days:
2
       
Location/Room: 2100 16th Ave S Great Falls, MT 59405, R170
Course Materials/Supplies:
Course Outline: Life Planning for Retirement, Retirement Needs & Expenses, Retirement Roadblocks & Mistakes, Retirement Income Sources, Retirement Plan Distributions, Investments, Risk Management & Asset Protection and Estate Planning.