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Office One

1601 2nd Avenue N

Suite 632

Great Falls, MT 59401

Office Two

1361 Elm Street

Suite #6

Helena, MT 59601

Events

Money Doesn't Come With Instructions.  That is why we founded Financial Educators MT.  We provide a number of classes and workshops, that are pure financial education on a wide range of topics.  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.  If you have questions about Retirement Planning, Social Security Planning, Tax Planning, IRA Planning, or Estate Planning there is a good chance you will find a class or workshop on that subject that you can attend.

As you look over this Events page you will notice that some of our classes are not available to the public.  We conduct continuing education classes for CPA's, Attorneys, and other Financial Professionals as well.  Those classes will be noted.

Please Note: The Retirement Planning Today classes listed below are listed by date.  It is a two session class, if you registered for Thursday Part 1, you will automatically be registered for the Thursday Part 2 class, it is the same process for the Tuesday classes.  Sorry for any confusion.  

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

March 12, 2020

6:30p - 8:00p

Helena College U of M

Avoiding the Tax Traps of Retirement

If you planning to retire in the next 10 to 15 years or are currently in retirement, the information in this fast paced ninety-minute class is essential to your financial success.

March 3, 2020

6:30p - 9:30p

Great Falls College MSU

Retirement Planning Today - Tues Part 2

This comprehensive course will help you see the 'big picture.' It examines the many aspects of personal finance and how they all need work together to create an integrated retirement plan.

February 27, 2020

6:30p - 9:30p

Great Falls College MSU

Retirement Planning Today - Thur Part 2

This comprehensive course will help you see the 'big picture.' It examines the many aspects of personal finance and how they all need work together to create an integrated retirement plan.

February 25, 2020

6:30p - 9:30p

Great Falls College MSU

Retirement Planning Today Tues- Part 1

Register Today! This class is the first of two sessions and is a comprehensive course that will help you see the 'big picture.' The class examines many aspects of personal finance and how they all need to work together to create an integrated retirement plan.

February 20, 2020

6:30p - 9:30p

Great Falls College MSU

Retirement Planning Today Thur- Part 1

Register Today! This class is the first of two sessions and is a comprehensive course that will help you see the 'big picture.' The class examines many aspects of personal finance and how they all need to work together to create an integrated retirement plan.

February 18, 2020

6:30p - 9:30p

Helena College U of M

Retirement Planning Today - Tues Part 2

This comprehensive course will help you see the 'big picture.' It examines the many aspects of personal finance and how they all need work together to create an integrated retirement plan.

February 13, 2020

6:30p - 9:30p

Helena College U of M

Retirement Planning Today - Thurs Part 2

This comprehensive course will help you see the 'big picture.' It examines the many aspects of personal finance and how they all need work together to create an integrated retirement plan.

February 11, 2020

6:30p - 9:30p

Helena College U of M

Retirement Planning Today - Tues Part 1

This class is the first of two sessions and is a comprehensive course that will help you see the 'big picture.' The class examines many aspects of personal finance and how they all need to work together to create an integrated retirement plan.

February 6, 2020

6:30p - 9:30p

Helena College U of M

Retirement Planning Today - Thurs Part 1

This class is the first of two sessions and is a comprehensive course that will help you see the 'big picture.' The class examines many aspects of personal finance and how they all need to work together to create an integrated retirement plan.

January 23, 2020

7:00p - 8:30p

Great Falls College MSU

Savvy Social Security for Boomers

Its been called the choice of a lifetime. Unfortunately most people take Social Security for granted and as a result they forego thousands and thousands of dollars of benefit. Whether you are already receiving Social Security or just planning to retire, this class will answer many of your Social Security questions and help you make informed decisions. Great Falls College - MSU

January 21, 2020

6:30p - 8:00p

Helena College U of M

Savvy Social Security for Boomers

Its been called the choice of a lifetime. Unfortunately most people take Social Security for granted and as a result they forego thousands and thousands of dollars of benefit. Whether you are already receiving Social Security or just planning to retire, this class will answer many of your Social Security questions and help you make informed decisions. Helena College - U of M

Event Registration