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.


February 4-6, 2020, CAS 115
It's not a matter of how much money you have, it's your relationship with money that influences how you make decisions and experience satisfaction in your life. Your habits and attitudes about money drive your financial behaviors. Learn more about your own money habitudes. You will have the opportunity to complete a personal exercise and participate in a group discussion about this taboo topic of money.


Saturday, January 18, 2020, HCC 0260
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 7, 2020, 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. This overview of estate planning addresses probate, estate and capital gains taxes, health and long-term care planning, and legal and financial options.


This course contains no sessions at this time.
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 3-24, 2020, CHLAB 301
Learn what you need to know before it's too late to make the most of your Social Security!


Tuesday, January 21, 2020, CAS 115
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. If registering with your partner, partner's fee is only $25. Phone registration is required if you want the couples discount.


February 11-25, 2020, LIB 0117
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.


Tuesday, January 28, 2020, CAS 115
Medicare is a critical source of health insurance for 44 million Americans. This course will provide you with 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, February 25, 2020, CHLAB 301
Thursday, March 12, 2020, RDM3 306