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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

Retirement Planning Today

Class Registration begins August 2019. Please check back for class dates! 

This comprehensive course helps you see the "big picture."  It examines many aspects of personal finance and explains how they all can work together to create an intergraded retirement plan.  This course is educational and non-commercial.  No specific financial products are discussed or sold.

Classes are held every spring and fall at Helena College U of M and Great Falls College MSU.  Class size is limited - advance registration is required.  Check the Events page for next class date.

Course Textbook

The course includes a 224-page textbook with examples and illustrations.  Written in easy-to-understand terms, your book helps you learn more about the financial concepts discussed in the class.  It also provides a step-by-step process to help you apply your knowledge and develop your retirement plan.

Classroom Instruction

Entertaining and informative classroom sessions are lead by qualified financial professionals who enhance the presentation with stories of real-life experience.  The class is an interactive format where participation and questions are encouraged but not required.

Class Topics

  • Life Planning for Retirement
  • Retirement Needs & Expenses
  • Retirement Roadblocks & Mistakes
  • Retirement Income Sources
  • Retirement Plan Distributions
  • Investments
  • Risk Management & Asset Protection
  • Estate Planning

Check the Events page for upcoming Retirement Planning Today classes.