Medicare is a critical source of health insurance for 44 million Americans. You need in-depth information on the often-confusing process of the Medicare system to make informed choices with your own, or a loved one's, health insurance.

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Wednesday, November 12, 2025 | 10:30am-12:00pm PST | Online

Find out why living trusts are essential regardless of wealth. This overview of estate planning addresses probate, estate and capital gains taxes, health and long-term care planning, and legal and financial options. Your instructor is a local attorney who specializes in estate planning.

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Wednesday, October 22, 2025 | 9:00am-12:00pm PDT | Bend
Wednesday, February 18, 2026 | 9:00am-12:00pm PST | Bend

Learn what you need to know to make the most of your Social Security before it's too late!

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Tuesday, October 21, 2025 | 5:30pm-7:30pm PDT | Prineville

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®. 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 already retired.

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November 4-6, 2025 | 6:00pm-8:00pm PST | Bend

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.

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February 3-24, 2026 | 6:00pm-7:30pm PST | 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.

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Tuesday, September 30, 2025 | 5:30pm-7:30pm PDT | Bend