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.


Wednesday, October 13, 2021, HCC 0230
Ensure that your estate is passed on according to your wishes after you are gone. This class will give you an overview of personal estate planning and address the preparation and uses of different planning tools and documents, including power of attorney, advanced directives, trusts and wills. Prepare for your future and take the fear out of estate planning with simple, inexpensive solutions to probate for small estates. Your instructor is a local attorney who specializes in estate planning.


This course contains no sessions at this time.
Explore the reasons for establishing a Durable Power of Attorney, Advance Directive, Medical Authorization, Will, or Living Trust, especially in these uncertain times. This overview of estate planning addresses creating an estate plan, trust administration, probate, and estate taxes.


This course contains no sessions at this time.
Learn relevant information on a variety of financial topics including stocks, bonds, mutual funds and asset allocation. This course will also review the basics of retirement planning, estate planning and preparing for the unexpected.


This course contains no sessions at this time.
Discover the world of Bitcoin and its introduction into the financial world. Starting from the birth of Bitcoin in 2008, the course will analyze the growth, significance and value to date.


September 21-30, 2021, CHLAB 301
Experience an in-depth analysis on how the software behind Bitcoin works and learn how to buy, sell, and store your own Bitcoin. This course will teach you everything you need to know about the Bitcoin protocol and how you can control your own security. Preferred prerequisite: History of Bitcoin.


October 21, 2021 to November 19, 2021, CHLAB 301
Learn what you need to know to make the most of your Social Security before it's too late!


Wednesday, October 6, 2021, HCC 0140
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.


October 12-14, 2021, Bend Classroom & Online
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, September 21, 2021, HCC 0140
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 21, 2021, ONLINE ZOOM
Thursday, October 14, 2021, ONLINE ZOOM
Wednesday, November 10, 2021, ONLINE ZOOM