Financial Management:
- Get a Grip on Your Money: Explains the tools and resources used in the Get a Grip on Your Money packet. (53 minutes)
- PowerPay: Describes how you can utilize Power Payments to reduce interest costs on your debt payments. (27 minutes)
Savings and Investing:
Retirement Planning:
Estate Planning:
Talking With Aging Parents About Finances, Solid Finances, March 1, 2013
(1 hour)
Montana Tools for Avoiding Probate, Solid Finances, February 13, 2013
(1 hour)
What Married Couples With Children Need to Know About Estate Planning, Solid Finances, February 7, 2013 (1 hour)
What Married Couples Without Children Need to Know About Estate Planning, Solid Finances, January 31, 2013 (1 hour)
What Couples "Living Together" Need to Know About Estate Planning, Solid Finances, January 24, 2013 (1 hour) Joel Schumacher
What Single People Need to Know About Estate Planning, Solid Finances, January 18, 2013 (1 hour)
Estate Planning Tools, FSA Borrower Training, December 10, 2012 (2 hours)
Communicating about Estate Planning, FSA Borrower Training, December 3, 2012 (2 hours)
- Estate Planning Tools & Tips: Avoiding Probate with Beneficiary Deeds, PODS, TODS, and other Beneficiary Designations, April 19, 2012 (1 hour)
- Long-Term Care Partnership Insurance Program: This Webinar describes how Montanans who purchase a long-term care partnership insurance policy are protected from the requirement that they have to “use up” almost all their financial resources to qualify for Medicaid. When a Montanan who has purchased a qualified long-term care partnership insurance policy needs care, benefits will help cover the costs of care up to the maximum lifetime limit (often called pool) of the policy. (1 hour) February 7, 2012
- Think You Know Who Receives Your Property When You Pass Away: Explains how your property will transfer if you pass away without a will in Montana. March 8, 2012. (1 hour)
- Wills, Living Wills, End-of-Life Registry, Advance Directives, and POLST: Solid Finances, April 5, 2012 (1 hour)
- Trusts, Power of Attorney, (Financial Healthcare, Living Wills, and End-of-Life Registry): Solid Finances, March 22, 2012. (1 hour)
- Probate in Montana and Controlling What Happens to Your Remains; Solid Finances in Economic Times Series. December 3, 2009. (44 minutes)
- What Are Your Rights Over Your Remains: The 2009 legislature passed the Montana Right of Disposition Act that allows a person to provide instructions for disposing of his or her remains or to designate an agent with authority to make such decisions. October 28, 2009 (31 minutes)
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