Instructor: Jakob Katchem

No image available 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.

Classes by this instructor


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