Montana State University

MSU Extended University offers retirement planning and investing course

March 8, 2016 -- MSU News Service

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MSU News Service
Tel: (406) 994-4571
msunews@montana.edu

Montana State University’s Extended University will host a four-week course on retirement planning and investing.

The course runs on Tuesday evenings from 6:30 p.m. to 8:30 p.m. in Gaines Hall 243 beginning April 5 and ending April 26.

The course is for people who are planning their transition to retirement or are already retired. It will address specific strategies for reacting to today’s climate in which interest rates have fallen close to zero percent and risks associated with stocks, bonds and real estate are at near all-time highs.

Instructor Ed Tompkins, a certified financial planner, will cover topics such as 10 ways to reduce your housing costs; how to measure your current start point and direction to determine if you will arrive on time at your retirement destination; and how the bipartisan budget act of 2015 changes social security claiming strategies.

Tompkins is a retirement and asset management specialist. He taught retirement planning and investing for the University of Washington and the Washington State Department of Retirement Systems. He began his career in financial services in 1991 in Seattle after serving four years as an Army officer.

One session of the course will feature guest presenter Marsha Goetting, an MSU Extension family economics specialist who is known for her estate planning educational programs.

The course is $79 with a 20 percent reduction for a second person’s registration. Register online at http://eu.montana.edu/noncredit/ or call MSU Extended University at (406) 994-6683.    

Contact: Janine Hansen, MSU Extended University, (406) 994-5240, jhansen@montana.edu