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.

---

Wednesday, February 18, 2026 | 9:00am-12:00pm PST | Bend
Wednesday, May 27, 2026 | 9:00am-12:00pm PDT | Bend

Retirement isn't the end of the road. It's the beginning of a new, self-defined journey. Finding Fulfillment in Retirement is a dynamic, 6-week course designed for individuals who want to move beyond simply staying busy and instead craft a retirement life that feels rich, meaningful and alive. 

Each week introduces core themes with engaging discussions, reflection exercises and practical tools that are based on social research and the facilitator's 29+ years of leadership experience across private and nonprofit organizations. Whether you're just stepping away from full-time work or have already retired and feel something's missing, this course offers the space and structure to align your time, and yourself, with what truly matters, and build a roadmap toward lasting fulfillment. 

What You'll Explore in Finding Fulfillment in Retirement: 

• Clarify your values and identify sources of purpose beyond your professional identity 
• Practice mindfulness and self-awareness to better navigate emotional transitions 
• Strengthen your relationships and deepen social connections 
• Rediscover play, creativity, and you, not as luxuries, but as essentials 
• Cultivate a growth mindset for continued learning and exploration 
• Find meaningful ways to serve others or contribute to your community 
• Develop sustainable healthy habits to support your energy and vitality

---

April 6, 2026 to May 11, 2026 | 5:00pm-6:30pm PDT | Bend

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

---

Tuesday, February 24, 2026 | 5:30pm-7:30pm PST | Bend
Tuesday, April 21, 2026 | 5:30pm-7:30pm PDT | Redmond
Tuesday, May 19, 2026 | 5:30pm-7:30pm PDT | Bend

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.

---

April 14-16, 2026 | 6:00pm-8:00pm PDT | Bend

Take control of your financial future! Designed specifically for mid-career individuals, this 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.

---

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.

---

Tuesday, March 17, 2026 | 5:30pm-7:30pm PDT | Redmond
Tuesday, April 7, 2026 | 5:30pm-7:30pm PDT | Bend