Broker Check

Great Falls Office

1219 13th Street South
Great Falls, MT 59405

Events

September 25, 2019

12:00p - 1:00p

Deffinbaugh Financial Services, Inc

Financial Planning Basics

Discussion of setting SMART goals when preparing your financial plan.

October 9, 2019

12:00p - 1:00p

Deffinbaugh Financial Services, Inc.

Social Security

Introduction to Social Security. Explanation of benefit calculations including claiming early, claiming at full retirement and claiming at 70. How will your spouse be affected by your decisions?

October 16, 2019

12:00p - 1:00p

Deffinbaugh Financial Services, Inc

Retirement Basics

An overview of the retirement planning process. Designed to help you develop a plan of how you want to live your retirement years.

November 6, 2019

12:00p - 1:00p

Deffinbaugh Financial Services, Inc

Planning for Long Term Care

Strategies to plan for long term care needs.

November 13, 2019

12:00p - 1:00p

Deffinbaugh Financial Services, Inc.

Women and Money

General discussion of the unique financial issues affecting women.

December 4, 2019

12:00p - 1:00p

Deffinbaugh Financial Services, Inc.

Retirement Income Planning

This presentation is directed toward those nearing retirement and provides information to consider when determining when, how and how much income will be needed during retirement.

December 11, 2019

12:00p - 1:00p

Deffinbaugh Financial Services, Inc

Your Employer Sponsored Retirement Savin

Introduction to employer retirement savings plans.

Event Registration

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