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.


February 5-7, 2019, BEC 0152
How can you ensure your estate is passed on according to your wishes after you are gone? This class will give you an overview of estate planning and address the preparation and uses for power of attorney, advanced directives, trusts and wills.


Saturday, March 2, 2019, PRI 119
How can you ensure your wishes are carried out when you are gone? Find out why living trusts are essential regardless of wealth.


Tuesday, January 22, 2019, CHLAB 301
Discover the world of Bitcoin and Cryptocourrency. This class will take an in-depth look at this new financial system and explore how it might affect our world. Learn about the technology behind it and gain a conceptual foundation to safely navigate and trade these markets. A great way to gain knowledge and get your questions answered about cryptocurrency.


January 8-31, 2019, CHLAB 301
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.


February 4-25, 2019, CHLAB 301
Learn what you need to know before it's too late to make the most of your Social Security! Most Americans pay into Social Security for the majority of their lives.


Thursday, January 24, 2019, HCC 0140
With guidance from a professional and an easy-to-use software program, you can save thousands of dollars and be better prepared for your future. You will have rare access to the #1 financial planning software in the industry to ensure that you leave this class with a comprehensive personal retirement analysis.


February 12-26, 2019, LIB 0117
Discover the risks and rewards of real estate investments. Students will learn how to source, evaluate and manage different types of real estate. Understand the purpose of a pro-forma and the pros/cons of active vs. passive investing. Class will discuss what to look for in a property condition inspection and potential red flags.


January 8-29, 2019, CHLAB 301
Learn the details of the new Tax Law and how it may affect your personal tax situation. Discussion will include the new tax brackets, standard deductions, state and local tax deduction limitations, business tax credit, child tax credit, AMT, and ACA changes.


Thursday, January 31, 2019, HCC 0140
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, February 21, 2019, CHLAB 301
Tuesday, February 26, 2019, RTEC 209
Tuesday, March 19, 2019, CHLAB 301
Thursday, March 28, 2019, RTEC 209