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.

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October 7-9, 2025 | 5:30pm-7:30pm PDT | Bend

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.

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Tuesday, July 15, 2025 | 10:30am-12:00pm PDT | Online

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

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Tuesday, September 23, 2025 | 5:30pm-7:30pm PDT | Bend
Tuesday, October 21, 2025 | 5:30pm-7:30pm PDT | Prineville

Create a personal retirement analysis through rare access to one of the best financial planning programs in the industry, guided by a CERTIFIED FINANCIAL PLANNER®. Clarify your current path and learn critical concepts to maximize your retirement dollars and align your financial goals with your values. Walk away with clarity and understanding of your unique situation, and personal retirement plan. This course is best suited for those considering retirement in the next few years, or already retired.

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September 23-25, 2025 | 6:00pm-8:00pm PDT | Bend

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.

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Tuesday, September 30, 2025 | 5:30pm-7:30pm PDT | Bend