Course Description: Personal Retirement Analysis Workshop

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.

This course is designed for individuals who are approaching retirement in the next few years or who are already retired. Attendance at the first sessions is required, while the second is a private, one-on-one consultation with a financial planner. Couples are encouraged to participate together-partners or spouses can be added at registration for just $25.

Course Details: (seats remaining)

Schedule:

Class meets Tuesday, 11/3 from 6-8:30pm. Students will schedule a second session, by 11/13, (between 8 am-4 pm) for a one-on-one meeting with a financial planner.

Times:

06:00pm-08:30pm PST

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Price:

Class Price : $89.00

Subsessions/Add-Ons:

Partner/Spouse Add On

Every day, starting on 11/03/26 and ending on 11/03/26

Instructors

Name

Additional Resources

Chad Staskal

Biography:

Chad Staskal, CFP�, ChFC,CLU

Senior Wealth Advisor

After graduating from LutherCollege in Iowa, Chad began his career in financial planning and quicklydiscovered a passion for helping families plan with confidence and care. ACERTIFIED FINANCIAL PLANNER� professional, he's built his career aroundservice, education, and trust.

In 2008, Chad and his wife, Cami,founded Eagle Wealth Management in Bend. Through long-term relationships and apersonalized approach, they built a firm deeply connected to the Central Oregoncommunity.

In 2025, Eagle Wealth joinedMercer Advisors, giving clients access to a nationwide team ofspecialists-while keeping the same local, caring team. For Chad, the transitionalso means more time for what he loves most: sitting with clients, listening totheir stories, and helping them plan for the future.

Chad is also passionate abouteducation, and as an Eagle Scout in both reality and spirit, he's always believedin doing the right thing and giving back. Since 2010, he's volunteered at Central Oregon Community College,teaching a retirement analysis course that's helped hundreds of households gainclarity and confidence. He brings the same teaching approach to clientmeetings, believing that understanding finances is the key to empowerment.

When he's not working, Chad enjoyssupporting his three daughters, walking his goldendoodle, Ollie, and spendingtime with Cami. They love cooking, traveling, hiking, camping, and enjoying allthat Central Oregon has to offer.

Certifications, Licenses &Registrations

CERTIFIED FINANCIAL PLANNER� professional
Chartered Financial Consultant�
Chartered Life Underwriter�
Investment Advisor Representative
Series 66
Life and health insurance licensed

Facility Detail

COCC Health Careers Center

HCC 0140

2600 NW College Way

Bend, OR 97703

Cancellation Policy

Students must cancel by contacting our office via phone: (541) 383-7270 or email: ceinfo@cocc.edu. Cancellations received 5 days prior to the start of the class will receive a full refund. Full refunds are also issued for classes cancelled by COCC. Refunds will be issued back to your card or in the form of a check and mailed within two weeks of the cancellation date if paid by check or cash. Failure to participate in a course or program does not result in a refund. Exceptions to the general refund policy are noted in the course descriptions on our website and in the printed schedule. If you have any questions, please call us at (541) 383-7270.