Course Description: 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. Erik Tobiason, CFP, will help you develop a game plan with action steps and timelines for a successful retirement. Don't get caught unprepared for retirement.

 Course Details: (seats remaining)

Schedule: Every week on Tuesday and Thursday, starting on 10/19/21 and ending on 10/21/21
Times: 05:30pm-07:30pm
CLASS PRICE : $99.00


Name Additional Resources
Erik Tobiason

Facility Detail

COCC Health Careers Center
HCC 0140
2600 NW College Way
Bend, OR 97703

Cancellation Policy

Students must cancel by contacting our office via phone: (541) 383-7270 or email: 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.