Course Description: Proactive Retirement Planning: Essential Steps from Mid-Career to Medicare

Take control of your financial future! Designed specifically for mid-career individuals, this free four week workshop provides clear, actionable strategies to confidently prepare for retirement. Learn to maximize workplace retirement plans (401(k), 403(b), PERS), strategically eliminate debt, optimize Social Security and Medicare enrollment, and create a sustainable retirement budget. We'll also discuss how to manage out-of-state pensions and retirement accounts from previous employers. Walk away empowered with a personalized retirement roadmap and the practical tools to achieve financial security and peace of mind.

Course Details: (seats remaining)

Schedule:

Every week on Tuesday, starting on 02/03/26 and ending on 02/24/26

Times:

06:00pm-07:30pm PST

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Price:

Class Price : $39.00

Instructors

Name

Additional Resources

Jakob Katchem

Biography: Jakob Katchem is a seasoned financial advisor dedicated to helping clients confidently achieve their financial goals through strategic planning and thoughtful guidance. With extensive expertise in retirement planning, risk management, Social Security optimization, and navigating Medicare, Jakob specializes in empowering mid-career individuals and families to proactively build secure retirements. Holding multiple securities licenses (Series 6, 7, 63, 66) and an Oregon Life & Health Insurance license, Jakob is committed to lifelong learning and client education.

An active member of the Bend Chamber of Commerce, Jakob believes deeply in community engagement and education, and regularly teaches financial literacy courses to empower Central Oregon residents. When not advising clients or teaching, Jakob enjoys surfing, hiking, camping, and exploring Oregon's outdoor wonders.

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: 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.