Offerings
5 Years to Retirement
Prepare for retirement and learn key steps to creating a reliable, long-term income stream. We will discuss Social Security optimization, tax management techniques, risk management, and investment strategies to both protect and grow your income during retirement. Don't get caught unprepared for retirement.
May 20-22, 2025 | 5:30pm-7:30pm PDT | Bend
May 20-22, 2025 | 5:30pm-7:30pm PDT | Bend
A, B, C, and Ds of Medicare
Medicare is a critical source of health insurance for 44 million Americans. You need in-depth information on the often-confusing process of the Medicare system to make informed choices with your own, or a loved one's, health insurance.
Tuesday, July 15, 2025 | 10:30am-12:00pm PDT | Online
Tuesday, July 15, 2025 | 10:30am-12:00pm PDT | Online
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 21, 2025 | 9:00am-12:00pm PDT | Bend
Wednesday, May 21, 2025 | 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 6, 2025 | 5:30pm-7:30pm PDT | Bend
Tuesday, May 13, 2025 | 5:30pm-7:30pm PDT | Madras
Tuesday, May 6, 2025 | 5:30pm-7:30pm PDT | Bend
Tuesday, May 13, 2025 | 5:30pm-7:30pm PDT | Madras
Scam-Proof Living: Online Safety Essentials for Adults
Shopping and working online can be both rewarding and dangerous. Find out how to stay safe and access the internet with confidence.
Sunday, June 8, 2025 | 9:00am-12:00pm PDT | Online
Sunday, June 8, 2025 | 9:00am-12:00pm PDT | Online