Estate Planning:

• Beneficiary Deeds in Montana (81 slides) 2012
  • Handouts (PDF) (14 pages)
    
    
• Cremation (88 slides) 2013
  • Turning Point 2010 PowerPoint Version
  • Handouts (PDF) (15 pages)
    
    
• Estate Planning Tools for Owners of Companion or Service Animals & Pets (75 slides) 2008
  • Handouts (PDF) (13 pages)
    
    
• Letter of Last Instruction (57 slides) 2013
• Handouts (PDF) (10 pages)
  
  
• Long-Term Care Partnership Insurance Program (107 slides) 2013
  • Handouts (PDF) (18 pages)
  • Presenter Notes (PDF) (16 pages)
    
    
• Making Plans for the End-of-Life: (26 slides) 2011
• Handouts (PDF) (5 pages)
  
  
• Medicaid and Long-Term Care Costs (131 slides) 2013
  • Handouts (PDF) (7 pages)
    
    
• Montana's End-of-Life Registry (45 slides) 2013
  • Presenter Notes
  • Handouts (PDF) (8 pages)
    
    
• Montana Rights of the Terminally Ill Act (34 slides) 2013
• Handouts (PDF) (6 pages)
• Montana Uniform Transfers to Minors Act (UTMA) Custodial Accounts for Children Under 21 years of age (43 slides) 2012
  • Handouts (PDF) (8 pages)
    
    
• Provider Orders for Life Sustaining Treatment (POLST) (75 slides) 2012
  • Handouts (13 pages) (PDF)
  • Presenter Notes (11 pages) (PDF)
    
    
• Power of Attorney (51 slides) 2012
• Handouts (9 pages) (PDF)
• Presenter Notes (PDF)

• What Are Your Rights Over Your Remains? (72 slides) 2009
  • Handouts (PDF) (12 pages)
    
    
• Who Gets Grandma's Yellow Pie Plate? (68 slides) 2013
  • Handouts (PDF) (14 pages)

Financial Management:

• Crunching Numbers: Designing Your Family Budget (90 slides) 2009
  • Handout: 101 Ways to Save Food Dollars
    
    
• Financial Champions (108 slides) 2011
  • Handouts (PDF) (18 pages)
    
    
• Get a Grip on Your Money in 2012 and Beyond (105 slides) 2012
  • Turning Point 2010 Version (126 slides)
  • Handouts (PDF) (18 pages)
    
    
• PowerPay: Calculators & Education Center (66 slides) 2009
  • Handouts (PDF) (11 pages)
    
    
• PowerPay: Spending Plan (40 slides) 2013
  • Handouts (PDF) (7 pages)
    
    
• Using a Check Register to Track Your Expenses (23 slides) 2013
  • Handouts (PDF) (4 pages)
    
    
• Using a Homestead Declaration to Protect Your Home From Creditors (28 slides) 2012
  • Turning Point 2010 version (30 slides)
  • Handouts (PDF) (5 pages)

Household Records:

• Your Important Papers: What to Keep & Where, Replacing Those VIPS (36 slides) 2013
  • Handouts (PDF) (6 pages)
    
    
• Downsizing: Are You a Prisoner of Your Possessions (Lisa Terry-Stillwater County Extension Agent) (21 slides) 2011
  • Handouts (PDF) (4 pages)
  • Teaching Guide (PDF) (10 pages)

Retirement Planning:

• Individual Retirement Accounts (IRAs) (71 slides) 2009
  • Handouts (PDF) (11 pages)
    
    
• Retirement Planning at Any Age (100 slides) 2012
  • Turning Point 2010 PowerPoint Version
  • Handouts (PDF) (17 pages)
    
    
• Strategies: Saving for Retirement (50 slides) 2008
  • Handouts (PDF) (9 pages)

Saving and Investing:

• First-Time Homebuyers Savings Accounts (39 slides) 2013
  • Handouts (PDF) (7 pages)
    
    
• Health Care Savings Accounts (HSAs) (35 slides) 2011
  • Handouts (PDF) (7 pages)
    
    
• Montana Medical Care Savings Accounts (53 slides) 2013
  • Handouts (PDF) (9 pages)
    
    
• PowerSave (50 slides) 2013
  • Handouts (PDF) (9 pages)
    
    
• Saving: Tools & Techniques (130 slides)2009
  • Handouts (PDF) (22 pages)
    
    
• Track'n Your Savings Goals (14 slides) 2013
  • Presenter Notes
  • Handouts (PDF) (3 pages)