Instructor: Ian Tobiason

No biographical information available

Classes by this instructor

Tax Reform:�Manage Your Finances Under the New Tax Law

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