Upcoming Courses

Offerings

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
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
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
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
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