Course Description: Personal Retirement Analysis: Retirement Refresh (ages 65+)

If you are 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?. Redefine your financial goals, align them with your values, and consider your legacy. Evaluate your current path and learn critical concepts to help maximize your retirement dollars through income distribution and tax strategies. Walk away with clarity and understanding of your unique situation, and a personal comprehensive financial plan. Students must attend the first two class sessions. The third session will be scheduled as a one-on-one consultation with a financial planner. This course is intended for students aged 65+. Couples are encouraged to attend together. Register your partner/spouse for an additional $25.

 Course Details: (seats remaining)

Schedule: Class meets on Tuesday, 6/1 and Thursday, 6/3 from 9-11am via Zoom. Students will schedule a third session by 6/10 for a one-on-one meeting with a financial planner.
Times: 09:00am-11:00am
Class Price : $89.00



Additional Course Information

NOTE: All class times are Pacific Time (PT).

Online Course Information/Requirements:

- Course fee covers registration for one person unless otherwise noted.
- Must have access to a computer or laptop with current updated operating system. Mobile devices can be used to access some parts of classes but you may not be able to fully participate or complete your course on a phone or tablet.
- A high-speed internet connection.
- An up-to-date internet browser. We recommend Firefox or Chrome. Internet Explorer or Safari may have trouble and are not supported.
- Integrated or USB-connected webcam, speakers and microphone.
- You will need a Zoom login. Please do not share the Meeting ID information, nor invite others to participate with you.

More information will be sent prior to class.


Name Additional Resources
Chad Staskal

Facility Detail

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.