Solid Finances in Shaky
Economic Times

“Solid Finances in Shaky Economic Times” is the employee education project created
to help MSU employees make informed decisions about their current and future finances.
The series allows employees across campus to build high-quality knowledge of family finances while allowing for the unique needs of each participant.  

Seminars are hosted by:
Marsha A. Goetting, Ph.D., Professor and Extension Family Economics Specialist
and Joel B. Schumacher, Associate Extension Economics Specialist.

Series schedule:

• SEPTEMBER 9, 2009, SUB 168, 8:30 AM – 9:30 AM
  Get a Grip on your Money: Tools & Techniques
  Session available online: click here
  ***For a copy of the "Get a Grip on Your Money" packet that was shared during the HR session and Webinar, please send an email to goetting@montana.edu. 
  

• SEPTEMBER 24, 2009, SUB 235, 12:00 PM – 1:00 PM
  Medical care accounts that can save tax dollars: Flexible Spending Accounts,
  Health Savings Accounts, and Montana Medical Care Savings Accounts
  Montana Medical Care Savings Accounts
  Health Care Savings Accounts
  Session Resources
  Session available online:
  1. Flexible Spending Programs through MSU Webinar Lisa Wilson (15 minutes)
  2. Medical Care Savings Account Webinar Marsha Goetting (30 minutes)
  3. Health Care Savings Account Webinar Joel Schumacher (12 minutes)

• SEPTEMBER 30, 2009, REID HALL 102, 5:30PM – 6:30PM
  Paying Off Debt (Credit Card & Short – Term Loans): The Power Pay Way
  The Power Pay Way - useful information
  Session available online: click here

• OCTOBER 7, 2009, CHEEVER HALL 215, 12:00PM – 1:00PM
  What should I do with an extra $50 (or more) each month or a windfall? (Comparing Investment Options, Emergency Fund, and Debt Reduction)
  Session materials
  Session available online: click here

• OCTOBER 14, 2009, SUB 233, 8:30AM – 9:30AM
  Introduction to the World of Investments
  Session available online: click here

• OCTOBER 28, 2009, SUB 233, 5:15PM – 6:15PM
  Investing for Retirement: Mutual Funds 101
  Session available online: click here

• NOVEMBER 5, 2009, EPS 108, 8:30AM – 9:30AM
  Think You Know Who is Going to Receive Your Property Upon Death?  Think Again...
  How your property is titled affects who receives it upon death. Wills and Estate Taxes.
  Session materials

• NOVEMBER 20, 2009, LEON JOHNSON HALL 346, 12:00PM – 1:00PM
  Trusts & Power of Attorney (Financial, Healthcare, Living Wills, and End of Life Registry) & Talking with elderly parents about finances/ Medicaid & Long – Term Care Expenses
  Session resources

• DECEMBER 3, 2009, CHEEVER HALL 215, 5:15PM – 6:15PM
  Avoiding probate on your property and controlling what happens to your remains

• DECEMBER 9, 2009, SUB BALLROOM C, 8:30AM – 9:30AM
  Understanding what your lender wants to know & why

• DECEMBER 15, 2009, SUB 235, 12:00PM – 1:00PM
  Mortgages 101: Fixed Rate, Variable Rate & Refinancing Decisions

Solid Finances in Shaky Economic Times Poster - click here
Questions? Please contact Kamila Warden at 994-7601 or kamila.warden@montana.edu

Return to regular view	Text-only	Updated: 11/20/09