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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.

Other events hosted by

Monticello Public Library - Ross & Elizabeth Baty

Other events by
Monticello Public Library - Ross & Elizabeth Baty