Offerings

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. Don't get caught unprepared for retirement.

October 29-31, 2024 | 5:30pm-7:30pm PDT | Bend
February 24-26, 2025 | 5:30pm-7:30pm PST | Bend
May 20-22, 2025 | 5:30pm-7:30pm PDT | Bend

A, B, C, and Ds of Medicare

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.

Wednesday, November 13, 2024 | 10:30am-12:00pm PST | Online
Tuesday, February 25, 2025 | 1:00pm-2:30pm PST | Prineville
Tuesday, March 18, 2025 | 1:00pm-2:30pm PDT | Redmond

Estate Planning and Long-Term Care

Find out why living trusts are essential regardless of wealth. This overview of estate planning addresses probate, estate and capital gains taxes, health and long-term care planning, and legal and financial options. Your instructor is a local attorney who specializes in estate planning.

Wednesday, February 26, 2025 | 9:00am-12:00pm PST | Bend

Making the Most of Your Social Security

Learn what you need to know to make the most of your Social Security before it's too late!

Tuesday, November 12, 2024 | 5:30pm-7:30pm PST | Madras
Tuesday, February 4, 2025 | 5:30pm-7:30pm PST | Prineville
Tuesday, February 11, 2025 | 5:30pm-7:30pm PST | Bend
Tuesday, May 6, 2025 | 5:30pm-7:30pm PDT | Bend
Tuesday, May 13, 2025 | 5:30pm-7:30pm PDT | Madras

Personal Retirement Analysis Workshop

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®. Clarify your current path and learn critical concepts to maximize your retirement dollars and align your financial goals with your values. Walk away with clarity and understanding of your unique situation, and personal retirement plan. This course is best suited for those considering retirement in the next few years, or already retired.

January 21-23, 2025 | 6:00pm-8:00pm PST | Bend

Tax Reform: Manage Your Finances Under the New Tax Law

Learn the details of recent tax law changes and how they may affect your personal tax situation. Discussion will include tax optimization strategies for gifting, Social Security, HSAs, estate planning, and investments including Roth conversions.

Tuesday, January 28, 2025 | 5:30pm-7:30pm PST | Bend
Tuesday, April 1, 2025 | 5:30pm-7:30pm PDT | Bend