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Lifelong Learning Course Catalog > Professional Development > Financial Planning

Financial Planning  

Financial Planning is important at any life stage, so start planning now!


All classes are 'graded' as complete/incomplete at the discretion of the instructor based on the student's attendance and participation.

 

Financial Workshop: An Investor's Tour of Mutual Funds $19.00
Instructor: Greg Ferriter Section: S2034
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Additional Information:
Date(s):
4/16/2020 - 4/16/2020
Times:
6:00 PM - 7:00 PM
Day(s) of Week:
Th
# of Days:
1
       
Location/Room: 2100 16th Ave S Great Falls, MT 59405, B135
Course Materials/Supplies:
Course Outline:
 

Financial Workshop: Focus on Fixed Income $19.00
Instructor: Greg Ferriter Section: S2033
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Additional Information:
Date(s):
3/19/2020 - 3/19/2020
Times:
6:00 PM - 7:00 PM
Day(s) of Week:
Th
# of Days:
1
       
Location/Room: 2100 16th Ave S Great Falls, MT 59405, B135
Course Materials/Supplies:
Course Outline:
 

Financial Workshop: Retirement by Design $19.00
Instructor: Greg Ferriter Section: S2035
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Additional Information:
Date(s):
5/7/2020 - 5/7/2020
Times:
6:00 PM - 7:00 PM
Day(s) of Week:
Th
# of Days:
1
       
Location/Room: 2100 16th Ave S Great Falls, MT 59405, B135
Course Materials/Supplies:
Course Outline:
 

Retirement Planning - TODAY! $49.00
Instructor: Keith Duncan Section: S2026
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Additional Information: Price is per couple. Book is included.
Date(s):
2/25/2020 - 3/3/2020
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.