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.


October 15-17, 2018, BEC BDRM
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.


Wednesday, October 17, 2018, BEC 0154
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. Great way to gain knowledge and get your questions answered about cryptocurrency.


January 8-31, 2019
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.


This course contains no sessions at this time.
Create a clear picture of YOUR retirement dream along with the plan to live it. Your unique life experience has provided you with a strong foundation for planning the next chapter. Leslie Koc, skilled coach and facilitator, will guide you through assessments and interactive activities to help you rediscover your strengths, revisit your personal values and create a plan for balance, growth and joy.


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


October 2-23, 2018, CCC 116
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.


Wednesday, October 24, 2018, BEC 0155
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, October 25, 2018, CHLAB 301
Thursday, November 1, 2018, RTEC 209
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.


October 1-29, 2018, LIB 0001