Broker Check

Office One

1601 2nd Avenue N

Suite 632

Great Falls, MT 59401

Office Two

1361 Elm Street

Suite #6

Helena, MT 59601

Money Doesn't Come With Instructions

Making wise financial decisions is more important today than it's ever been. The pressure that most people are under financially is huge. Paying the bills, paying the taxes, saving for college, retirement, emergencies and what ever else can be overwhelming. Combine those pressures with minimal knowledge of the rules relating to each of these challenges and it can be a recipe for disaster.

Out of this need Financial Educators MT was born. Offering pure financial education on a wide range of topics Financial Educators MT provides classes and workshops in both Great Falls and Helena, MT. These educational sessions focus on numerous concepts and ideas and are designed to take the complicated world of finance and explain it in everyday language.

These classes closely examine and explain, retirement planning, estate planning, tax planning, and college funding planning. Classes like Retirement Planning Today, are comprehensive, with six hours of lecture and a 224 page textbook. Sessions like Savvy Social Security for Boomers, Savvy IRA Planning for Boomers and 6 Retirement Account Options Every Retire Must Know are fast-paced, interactive, informative 90 minute workshops. You can attend with the confidence that all the courses are educational and non-commercial. No specific financial products are discussed or sold.

Retirement Planning Today

This comprehensive course helps you see the "big picture."

Social Security

This workshop is essential for those that will become eligible for Social Security in the not too distant future.

New Tax Law

This class will help De-Mystify the new tax law.

Press and Media

I am pleased to have received some positive feedback from Mary Johnson with the Senior Citizens League on my recent article!

“Hi Keith,

I’m writing to thank you for citing the Senior Citizen League’s recent study findings on the Social Security Loss of Buying Power. I’m the author of the study which we’ve been conducting for several years. Should you be working on an stories about COLAs in the future feel free to contact me.

Great story!

Mary Johnson, Social Security and Medicare policy analyst
The Senior Citizens League
800-333-8725
703-548-5568
www.SeniorsLeague.org”

Read Article

Social Media

We work to provide articles and information that build on the education you receive through our classes. Follow me on one or all of these social media platforms to stay up to date.


Facebook: facebook.com/FinancialEducatorsMT

LinkIn: linkedin.com/in/keithduncanmt 


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