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. Don't get caught unprepared for retirement.

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October 13-15, 2026 | 5:30pm-7:30pm PDT | Bend

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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Thursday, October 1, 2026 | 3:00pm-4:30pm PDT | 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 28, 2026 | 9:00am-12:00pm PDT | Bend

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

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Wednesday, November 4, 2026 | 5:30pm-7:30pm PST | Prineville

Gain rare access to one of the industry's leading financial planning software programs-guided by a CERTIFIED FINANCIAL PLANNER® professional. In this hands-on class, you'll create a personalized retirement analysis, explore strategies to maximize your dollars, and learn how to align your money with your values. You'll leave with a clearer picture of your financial path and a customized retirement plan you can put into action.

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Tuesday, November 3, 2026 | 6:00pm-8:30pm PST | Bend

Take control of your financial future! Designed specifically for mid-career individuals, this two-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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September 30, 2026 to October 14, 2026 | 5:30pm-7:00pm PDT | Bend
January 14-21, 2027 | 5:30pm-7:30pm PST | Sisters

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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Wednesday, December 2, 2026 | 5:30pm-7:30pm PST | Bend