Instructor: Erik Tobiason

Biography:

Erik began his career in the financial services industry with Morgan Stanley as a financial advisor and senior portfolio manager. In 2016, he made the decision to move his business to RBC Wealth Management.

After completing the required coursework at the College of Financial Planning, Erik received his CERTIFIED FINANCIAL PLANNER™ certificate. The multi-year CFP� program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning. Erik earned his Bachelor of Science degree in physics from California Polytechnic State University and his MBA with a concentration in finances from Santa Clara University, graduating with honors. He is still involved with education, serving as an instructor at Central Oregon Community College Adult Education and he is a member of the Stable of Experts, which is a network within the Economic Development of Central Oregon organization. The Stable of Experts consists of highly accomplished, seasoned professionals who volunteer their expertise and guidance to help local companies grow.

Classes by this instructor

5 Years to Retirement

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

Making the Most of Your Social Security