Offerings

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.

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April 23-25, 2024 | 5:30pm-7:30pm PDT | Bend

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.

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Wednesday, April 24, 2024 | 5:30pm-7:00pm PDT | Prineville
Thursday, April 25, 2024 | 10:30am-12:00pm PDT | Online
Wednesday, May 15, 2024 | 10:30am-12:00pm PDT | Online
Wednesday, June 5, 2024 | 5:30pm-7:00pm PDT | Madras
Thursday, June 6, 2024 | 1:30pm-3:00pm PDT | Online

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.

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Wednesday, May 22, 2024 | 1:00pm-4:00pm PDT | Bend

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

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Tuesday, May 7, 2024 | 5:30pm-7:30pm PDT | Bend
Tuesday, May 21, 2024 | 5:30pm-7:30pm PDT | Madras
Tuesday, May 28, 2024 | 5:30pm-7:30pm PDT | Prineville

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. Register your partner/spouse at the time of registration for an additional $25.

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April 23-25, 2024 | 6:00pm-8:00pm PDT | Bend