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.


May 14-16, 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, May 18, 2019, RTEC 124
Saturday, August 17, 2019, MDR 114
How can you ensure your wishes are carried out when you are gone? Find out why living trusts are essential regardless of wealth.


Wednesday, April 24, 2019, BEC 0154
Wednesday, August 28, 2019, BEC 0154
This course is an in-depth look at the financial system our world could be moving towards, the Cryptocurrency System.  Learn what you need to know about how Bitcoin and other cryptocurrencies work and the technology behind them.


August 6-29, 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.


August 5-26, 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, May 9, 2019, BEC 0152
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.


This course contains no sessions at this time.
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. The instructor will also discuss what to look for in a property condition inspection and potential red flags.


April 29, 2019 to May 20, 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.


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.


Tuesday, May 14, 2019, HCC 0230
Thursday, May 23, 2019, RTEC 209
Tuesday, June 11, 2019, RTEC 209
Thursday, June 13, 2019, CHLAB 301
Wednesday, July 10, 2019, CHLAB 301
Tuesday, July 23, 2019, RTEC 209
Wednesday, August 7, 2019, RTEC 209
Thursday, August 8, 2019, CHLAB 301
Explore advanced stock market security analysis from a holistic perspective with a professional money manager with over 20 years' experience. Jesse Felder will show you how to effectively analyze individual stocks utilizing fundamental, technical and sentiment approaches.


April 8-29, 2019, LIB 0023