Learn what you need to know to make the most of your Social Security before it's too late!
Tuesday, October 21, 2025 | 5:30pm-7:30pm PDT | Prineville
Tuesday, February 24, 2026 | 5:30pm-7:30pm PST | Bend
Tuesday, April 21, 2026 | 5:30pm-7:30pm PDT | Redmond
Tuesday, May 19, 2026 | 5:30pm-7:30pm 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, January 13, 2026 | 5:30pm-7:30pm PST | Bend
Tuesday, March 17, 2026 | 5:30pm-7:30pm PDT | Redmond
Tuesday, April 7, 2026 | 5:30pm-7:30pm PDT | Bend