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Lifelong Learning Course Catalog > Career & 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.

 

Avoiding the Tax Traps of Retirement $19.00
Instructor: Keith Duncan Section: F1901
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Additional Information: Open to students 40 years old and up!
Date(s):
9/19/2019 - 9/19/2019
Times:
7:00 PM - 8:30 PM
Day(s) of Week:
Th
# of Days:
1
       
Location/Room: 2100 16th Ave S Great Falls, MT 59405, R170
Course Materials/Supplies:
Course Outline:
 

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
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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.