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I need HOW Much to Retire


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April is National Financial Literacy Month...In Support of Financial Literacy Month we are offering this series on better understanding retirement plans and saving for retirement.

Free & Open to the Public

Each session will be a hour long webinar created by Montana State University with funding from the FINRA Investor Education Foundation. A light meal will be provided at each session. Separate Registration Required for each session. You do not have to attend all sessions; you only have to register for the sessions you want to attend.

Tuesday, April 3
6:30pm – 7:30pm
Topic: Taking the Mystery out of Retirement - Learn strategies to help you figure out how much money you will need for retirement.

Tuesday, April 10
6:30pm – 7:30pm
Topic: Making the Most out of your Employer Defined Contribution Plan- Learn about the types of Employer Defined Contribution Plans, How they work, Plan documents you should know about, Contributions, etc.

Tuesday, April 17
6:30pm – 7:30pm
Topic: Asset Allocation - This session will explain why asset allocation is important and how you can evaluate what the best asset allocation is for your situation.

Tuesday, April 24
6:30pm – 7:30pm
Topic :Working with Investment Professionals - Selecting a Financial Professional is an important decision. Learn about question and topics you should ask and consider when selecting a Financial Professional.

Tuesday, May 1
6:30pm – 7:30pm
Topic:Individual Retirement Accounts - This video discusses the rules and regulations that govern IRAs and will also explore some situations in which they can help you down the path to a more secure retirement.

Tuesday, May 8
6:30pm – 7:30pm
Topic :Index Funds - Learn about various types of Investments and strategies, their risks and benefits, and why some may be better than others.

Tuesday, May 15
6:30pm – 7:30pm
Description:Investing in Bonds -This session will help participants understand the basics of the bond markets and increase their ability to evaluate the role of bonds in their investment portfolio.