Courses

By the end of this class, you will know how to define your retirement lifestyle, understand your income needs and create your own personal retirement checklist. Learn investment planning techniques and risk avoidance strategies. Don't get caught unprepared for retirement.


October 20-22, 2020, ONLINE WEBEX
Explore the reasons for establishing a Durable Power of Attorney, Advance Directive, Medical Authorization, Will, or Living Trust, especially in these uncertain times. This overview of estate planning addresses creating an estate plan, trust administration, probate, and estate taxes. Your instructor is an experienced attorney who specializes in estate planning and administration.


Wednesday, November 18, 2020, ONLINE ZOOM
Learn relevant information on a variety of financial topics including stocks, bonds, mutual funds and asset allocation. This class will also review the basics of retirement planning, estate planning and preparing for the unexpected.


Wednesday, October 21, 2020, ONLINE ZOOM
This course is an in-depth look at the Cryptocurrency System, the financial system our world could be moving towards.  Learn what you need to know about how Bitcoin and other cryptocurrencies work and the technology behind them. Gain a conceptual foundation to safely navigate and trade in these markets.


October 20, 2020 to November 12, 2020, ONLINE ZOOM
Jesse Felder worked at the largest firm on Wall Street, co-founded a multi-billion-dollar hedge fund, and has managed investment portfolios in Bend for over a decade. Invest Like the Best is a survival guide to investing in the financial markets, and will focus on how to build a sound, low cost investment portfolio for any environment. Learn how to boost returns and avoid major drawdowns.


October 5-26, 2020, ONLINE ZOOM
Learn what you need to know before it's too late to make the most of your Social Security!


Thursday, October 15, 2020, ONLINE WEBEX
Medicare is a critical source of health insurance for 44 million Americans. You need in-depth information on the often confusing process of the Medicare system to make informed choices with your own, or a loved one's, health insurance.


Tuesday, October 20, 2020, ONLINE ZOOM
Thursday, November 12, 2020, ONLINE ZOOM
Thursday, November 19, 2020, ONLINE ZOOM