Upcoming Courses

Offerings

Estate Planning and Long-Term Care

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, May 27, 2026 | 9:00am-12:00pm PDT | Bend
Wednesday, August 12, 2026 | 9:00am-12:00pm PDT | Bend

Making the Most of Your Social Security

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

Tuesday, May 19, 2026 | 5:30pm-7:30pm PDT | Bend

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.

May 6-27, 2026 | 6:00pm-7:30pm PDT | Bend