Course Description: Personal Retirement Analysis Workshop

Create your personalized retirement analysis through professional 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 those that are already retired. Students must attend both the group and individual class sessions. The individual session will be scheduled as a one-on-one consultation with a Certified Financial Planner (CFP) within two weeks after the group led class. Couples are encouraged to attend together. Register your partner/spouse at the time of registration for an additional $25.

Course Details: (seats remaining)

Schedule:

Class meets Tuesday, 9/22 from 6-8:30pm. Students will schedule a second session, by 10/2, (between 8 am-4 pm) for a one-on-one meeting with a financial planner.

Times:

06:00pm-08:30pm PDT

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Price:

Class Price : $89.00

Subsessions/Add-Ons:

Partner/Spouse Add on

Every day, starting on 09/22/26 and ending on 09/22/26

Instructors

Name

Additional Resources

Chad Staskal

Biography: Chad Staskal, CFP�, ChFC, CLU

Principal & Owner

Chad hand-picked an outstanding team with a driving vision: to provide uniquely personalized financial planning and wealth management services along with a focus on long-term, personal relationships. Since 1997, he has been the family CFO for his clients, helping to guide and empower them through life's constant array of changes.

"We never forget that we work for you, and the only measure of our success is YOUR success," says Chad.

Chad is continually expanding his knowledge by attending high-level education classes and has achieved multiple designations such as the CERTIFIED FINANCIAL PLANNER? certification, Chartered Financial Consultant and Chartered Life Underwriter. Chad builds strong relationships with peer advisors and dedicates time to share ideas, offer support, and provide feedback in a collaborative space.

Chad is sought out for his experience and his ability to educate clients on complex financial concepts while helping them to reach their goals. From appearing on the local news to teaching his retirement planning courses at Central Oregon Community College, Chad enjoys helping others understand the financial world.

Born and raised in the Midwest, Chad is a graduate of Luther College, located in Decorah, IA. He and his wife Cami moved to Bend, OR in 2005 to be closer to family and to take advantage of the many outdoor activities Central Oregon has to offer. He enjoys playing soccer, white water rafting, camping and spending time with his family.

Fun Fact: Chad was a four-year starter for his high school soccer team? a team so impressive that they only won a single game in those four years.

Certifications, Licenses & Registrations

CERTIFIED FINANCIAL PLANNER? (CFP)
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Investment Advisor Representative
Series 66
Life and health insurance licensed

Facility Detail

COCC Cascades Hall

CAS 104

2600 NW College Way

Bend, OR 97703

Cancellation Policy

Students must cancel by contacting our office via phone: (541) 383-7270 or email: ceinfo@cocc.edu. Cancellations received 5 days prior to the start of the class will receive a full refund. Full refunds are also issued for classes cancelled by COCC. Refunds will be issued back to your card or in the form of a check and mailed within two weeks of the cancellation date if paid by check or cash. Failure to participate in a course or program does not result in a refund. Exceptions to the general refund policy are noted in the course descriptions on our website and in the printed schedule. If you have any questions, please call us at (541) 383-7270.