Course Description: 5 Years to Retirement

Prepare for retirement and learn key steps to creating a reliable, long-term income stream. We will discuss Social Security optimization, tax management techniques, risk management, and investment strategies to both protect and grow your income during retirement. Erik Tobiason, CFP�, will help you develop a game plan with action steps and timelines for a successful retirement. Don't get caught unprepared for retirement.

Course Details: (seats remaining)

Schedule:

Every week on Tuesday and Thursday, starting on 04/23/24 and ending on 04/25/24

Times:

05:30pm-07:30pm

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Price:

Class Price : $99.00

Instructors

Name

Additional Resources

Erik Tobiason

Biography:

Erik began his career in the financial services industry with Morgan Stanley as a financial advisor and senior portfolio manager. In 2016, he made the decision to move his business to RBC Wealth Management.

After completing the required coursework at the College of Financial Planning, Erik received his CERTIFIED FINANCIAL PLANNER™ certificate. The multi-year CFP� program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning. Erik earned his Bachelor of Science degree in physics from California Polytechnic State University and his MBA with a concentration in finances from Santa Clara University, graduating with honors. He is still involved with education, serving as an instructor at Central Oregon Community College Adult Education and he is a member of the Stable of Experts, which is a network within the Economic Development of Central Oregon organization. The Stable of Experts consists of highly accomplished, seasoned professionals who volunteer their expertise and guidance to help local companies grow.

Facility Detail

COCC Health Careers Center

HCC 0140

2600 NW College Way

Bend, OR 97703

Cancellation Policy

Students must cancel by contacting our office via phone: (541) 383-7270 or email: ceinfo@cocc.edu. Cancellations received 5 days prior to the start of the class will receive a full refund. Full refunds are also issued for classes cancelled by COCC. Refunds will be issued back to your card or in the form of a check and mailed within two weeks of the cancellation date if paid by check or cash. Failure to participate in a course or program does not result in a refund. Exceptions to the general refund policy are noted in the course descriptions on our website and in the printed schedule. If you have any questions, please call us at (541) 383-7270.