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
Do you want to create a life free from financial stress and anxiety? Join Certified Financial Planner Matt Mormino for a series dedicated to setting a foundation of financial wellbeing. Over the course of four sessions, you will gain valuable knowledge and insight to help create your own path toward financial freedom. Upon completion, students will have the necessary tools to create a financial plan and prepare for life's important moments. This series will cover general budgeting for life, first-time parents, saving for college and caring for aging family members. Register for all four sessions and save money.


May 21, 2019 to June 11, 2019, CCC 116
Join Certified Financial Planner Matt Mormino and discover how to set a foundation of financial well-being. Any successful financial plan begins with the end in mind. Explore the foundation for setting goals and creating a system to achieve them. Using the bucket system, Matt will help you outline a plan for getting cash management aligned with your goals.


Tuesday, May 21, 2019, CCC 116
Join Certified Financial Planner Matt Mormino and discover how to set a foundation of financial well-being. Any successful financial plan begins with the end in mind. Explore the foundation for setting goals and creating a system to achieve them. Parents of young children face unique and important challenges. The earlier the planning starts, the more success you will have. Learn how to prioritize and plan for this new reality including college savings, protecting your family, and much more.


Tuesday, May 28, 2019, CCC 116
Join Certified Financial Planner Matt Mormino and discover how to set a foundation of financial well-being. Any successful financial plan begins with the end in mind. Explore the foundation for setting goals and creating a system to achieve them. Saving for college is part of being a parent. Learn how to define specific goals for your family and child. Explore various funding sources that meet your needs and not the needs of a salesperson offering a fancy (and complicated) financial product. This is the third course in a series of four, take them individually or register for the series and save money.


Tuesday, June 4, 2019, CCC 116
Join Certified Financial Planner Matt Mormino and discover how to set a foundation of financial well-being. Any successful financial plan begins with the end in mind. Explore the foundation for setting goals and creating a system to achieve them. A growing reality for many is the need to care for an aging parent. Explore financial considerations around asset protection and day-to-day management along with balancing the reality of what you can provide versus what an aging parent desires.


Tuesday, June 11, 2019, CCC 116
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
Saturday, May 18, 2019, RTEC 124
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
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.


Thursday, May 9, 2019, BEC 0152
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. In this class, your instructor, skilled coach and facilitator Leslie Koc, 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.


April 6-13, 2019, HCC 0140
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.


February 12-26, 2019, LIB 0117
April 9-23, 2019, LIB 0117
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.


Thursday, April 4, 2019, BEC 0152
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, February 26, 2019, RTEC 209
Tuesday, March 19, 2019, CHLAB 301
Thursday, March 28, 2019, RDM3 306
Wednesday, April 10, 2019, CHLAB 301
Tuesday, April 23, 2019, RTEC 209
Tuesday, May 14, 2019, HCC 0230
Thursday, May 23, 2019, RTEC 209
Tuesday, June 11, 2019, RTEC 209
Thursday, June 13, 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