Courses

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 19-21, 2021, HCC 0140
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.


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


Tuesday, February 1, 2022, CHLAB 301
Are you in the height of your career and wondering if you're on the right financial path? Create a comprehensive personal financial plan using the #1 financial planning software in the industry, guided by a CERTIFIED FINANCIAL PLANNER™. Discover how to align your values with your financial goals and prepare for your future. Don't miss this opportunity to truly understand your investments and build a plan and the confidence you need to succeed. Couples are encouraged to attend together. Register your partner/spouse for an additional $25.


This course contains no sessions at this time.
If you are nearing retirement or already retired and wondering if you can better define your financial plan, then this course is for you. 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 a personal comprehensive financial plan. Couples are encouraged to attend together. Register your partner/spouse for an additional $25.


November 2-4, 2021, Bend Classroom & Online
Learn the details of recent Tax Law changes and how it 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 25, 2022, CHLAB 301
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 10, 2021, ONLINE ZOOM
Tuesday, January 25, 2022, ONLINE ZOOM
Thursday, February 24, 2022, ONLINE ZOOM
Wednesday, March 9, 2022, ONLINE ZOOM