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
October 5, 2021
6:30p - 8:00p
Helena College U of M
Avoiding the Tax Traps of Retirement
Albert Einstein once said that the “hardest thing in the world to understand is income tax.” And he never had to deal with RMD’s, QCD’s, QBI’s, Provisional Income, and IRMA’s. People consistently pay more tax in retirement than they need to because of a confusing system that contains hidden taxes, traps and penalties. Learn to keep more of your income and avoid the consequences of paying more tax than necessary. Topics include: • A review of recent Major Tax Law Changes • Social Security, Medicare and Taxes • Tax Planning in Pre/Early Retirement • Taxes During Retirement & Estate Planning If you are planning to retire in the next 10 to 15 years or are currently in retirement, the information in this ninety-minute class is essential to your financial success.
Past Events
November 9, 2021
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.
November 4, 2021
6:30p - 9:30p
Helena College U of M
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.
November 2, 2021
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.
October 28, 2021
6:30p - 9:30p
Helena College U of M
Retirement Planning Today - Thur 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.
October 19, 2021
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.
October 14, 2021
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.
October 12, 2021
6:30p - 9:30p
Great Falls College MSU
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.
October 7, 2021
6:30p - 9:30p
Great Falls College MSU
Retirement Planning Today - Thu 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.
September 28, 2021
6:30p - 8:00p
Great Falls College MSU
Avoiding the Tax Traps of Retirement
Albert Einstein once said that the “hardest thing in the world to understand is income tax.” And he never had to deal with RMD’s, QCD’s, QBI’s, Provisional Income, and IRMA’s. People consistently pay more tax in retirement than they need to because of a confusing system that contains hidden taxes, traps and penalties. Learn to keep more of your income and avoid the consequences of paying more tax than necessary. Topics include: • A review of recent Major Tax Law Changes • Social Security, Medicare and Taxes • Tax Planning in Pre/Early Retirement • Taxes During Retirement & Estate Planning If you are planning to retire in the next 10 to 15 years or are currently in retirement, the information in this ninety-minute class is essential to your financial success.