Courses

By the end of this course, 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.


May 18-20, 2021, 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.


Wednesday, May 19, 2021, ONLINE ZOOM
Learn relevant information on a variety of financial topics including stocks, bonds, mutual funds and asset allocation. This course will also review the basics of retirement planning, estate planning and preparing for the unexpected.


Thursday, August 5, 2021, 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.


May 3-24, 2021, ONLINE ZOOM
Learn what you need to know before it's too late to make the most of your Social Security!


Tuesday, May 4, 2021, ONLINE WEBEX
Are you in the height of your career and wondering if you're on the right financial path? Create a comprehensive personal financial plan using the #1 financial planning software in the industry, guided by a CERTIFIED FINANCIAL PLANNER™. Discover how to align your values with your financial goals and prepare for your future. Don't miss this opportunity to truly understand your investments and build a plan and the confidence you need to succeed. This course is intended for students ages 35-55. Couples are encouraged to attend together. Register your partner/spouse for an additional $25.


This course contains no sessions at this time.
If you are nearing retirement, then this course in financial planning is for you. Create a comprehensive personal retirement analysis using the #1 financial planning software in the industry, guided by a CERTIFIED FINANCIAL PLANNER™. Define your financial goals and align them with your values. Clarify your current path and learn critical concepts to help maximize your retirement dollars through income distribution and tax strategies. Estimate how much money you will need to retire and if you are on target to reach your goal. This course is intended for students ages 55-70. Couples are encouraged to attend together. Register your partner/spouse for an additional $25.


This course contains no sessions at this time.
If you are already retired and wondering if you can better define your financial plan, then this course is for you. Create a personal retirement analysis through rare access to one of the best financial planning programs in the industry, guided by a CERTIFIED FINANCIAL PLANNER™. Redefine your financial goals, align them with your values, and consider your legacy. Evaluate your current path and learn critical concepts to help maximize your retirement dollars through income distribution and tax strategies. This course is intended for students ages 65+. Couples are encouraged to attend together. Register your partner/spouse for an additional $25.


June 1-10, 2021, ONLINE ZOOM
Learn the details of the 2018 Tax Law and how it may affect your personal tax situation. Discussion will include tax optimization strategies for gifting, Social Security, estate planning and investments including Roth conversions.


This course contains no sessions at this time.
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.


Thursday, April 29, 2021, ONLINE ZOOM
Tuesday, May 11, 2021, ONLINE ZOOM
Tuesday, June 8, 2021, ONLINE ZOOM