Retirement & Finance

 Tax Forms Social Security(1) Finance(1) Retirement(1)

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To register, click on class title or call: (541) 383-7270.

The A B C's & D's of Medicare  - Cost FREE
Medicare is a critically important 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. For most of us -- whether we're on Medicare or not -- decisions about health insurance are often difficult because they affect the kind of care we get and our financial security. Be informed so you can make the best decisions.  
Emily Carrick                   5:30pm-6:30 Th                 17988
2/19                                Bend CHLAB 301                                         

Emily Carrick                   2:00pm-3:00 Tu                 17989
3/17                                Redmond RDM3 306          

5 Years to Retirement
The last few years before retirement can really fly by. Develop a game plan with action steps and timelines for a successful retirement. Learn investment planning techniques and risk avoidance strategies. Walk away knowing how to define your retirement lifestyle, understand your income needs and create your own personal retirement checklist.
Erik Tobiason                     5:30pm-7:30 TuTh            18092
2/24 to 2/26                       Sisters DPL-SI                   Cost $49                              

Estate Planning
How can you ensure your wishes are carried out when you're gone? 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. 
Melissa Lande                   1:00pm-04:00 W               18159
2/4                                     Bend BEC 154                  Cost $69                              

James Van Voorhees         9:00am-12:30 F                18093
2/13                                   Sisters DPL-SI                   Cost $69                               

You Can be a Stock Market Genius I
Jesse Felder worked at the largest firm on Wall Street, co-founded a multi-billion-dollar hedge fund and has been managing investment portfolios in Bend for over a decade. In this class, he will help you discover just how simple it is to take control of your investment portfolio and effectively manage it for long-term profits. We will examine stock market geniuses like Warren Buffett, Peter Lynch, John Templeton and Jack Bogle to distill the secrets of investing success into concepts available to anyone, beginning investor and seasoned trader alike. No class on 2/16 due to the holiday.
Please check back for future class dates.

You Can be a Stock Market Genius II
This class explores advanced stock market security analysis from a holistic perspective. Students will learn how to effectively analyze individual stocks utilizing fundamental, technical and sentiment approaches. Each class will begin with an open discussion and Q&A period relating to current events and how they affect the market. An interactive lecture on a specific theme will follow.
Jesse Felder       6:00pm-8:00 W                  18192
2/25 to 3/18        Bend MAZ 220                   Cost $99

Shutting Down the Bank of Mom & Dad
We all want our children to be successful in life. Part of being successful is being financially self-sufficient. Talking about money is never easy. The goal of this class is to help parents allow their children to develop into financially independent adults. The objective is to help parents and children collaborate and establish a plan (and timeline) for the child's financial independence. Instructor is a former Director of Consumer Credit Counseling.
Please check back for future class dates.

Making the Most of Your Social Security
Learn what you need to know before it's too late to make the most of your Social Security! Most Americans pay into Social Security for the majority of their lives. How much do you really know about the economic protection that Social Security is intended to provide and how do you make the most of the benefits of your Social Security? Find out in this free class.                          

Erik Tobiason                     5:30pm-7:30 Th                 17991
2/19                                   Bend BEC 154                    Cost FREE                    

Navigating Your Horizons 
Planning for retirement certainly should involve financial planning, but what about a plan for how you will spend your time? Tasks and projects you’ve put off doing around the house will take some of your time, but will it provide you with satisfaction, purpose and meaning? Become the captain of your own destination by joining this six-week course to explore your passion and purpose, plot your course to achieve your dreams and goals and sail to your desired future. Don’t let the currents carry you wherever they may. Position yourself for a satisfying retirement that fits your true life plan. For more information, visit:





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