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 29-31, 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.

Tuesday, September 17, 2024 | 10:30am-12:00pm PDT | Online
Tuesday, October 1, 2024 | 10:00am-11:30am PDT | Prineville
Wednesday, October 2, 2024 | 1:00pm-2:30pm PDT | Madras
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.

Wednesday, October 23, 2024 | 1:00pm-4:00pm PDT | Bend
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. This course is best suited for those considering retirement in the next few years, or already retired.

September 24-26, 2024 | 6:00pm-8:00pm PDT | Bend
October 22-24, 2024 | 6:00pm-8:00pm PDT | Bend
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, HSA's, estate planning, and investments, including Roth conversions.

Tuesday, September 24, 2024 | 5:30pm-7:30pm PDT | Bend