Retirement & Finance

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

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

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. 
Jesse Felder                 6:00pm-8:00 M                  49091
10/5 to 10/26                Bend PIO 114                     Cost $89

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 question and answer period relating to current events and how they affect the markets. An interactive lecture on a specific theme will follow.
Jesse Felder                       6:00pm-8:00 Th                 49092
10/29 to 12/10                   Bend CHLAB 301               Cost $129

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.
James Van Voorhees        9:00am-12:30 Sa               49097
10/10                                     Prineville PRI 111              Cost $79                              

Melissa Lande                    1:00pm-4:00 W                   49098
10/21                                     Bend BEC 154                   Cost $79      

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            49028
10/6 to 10/8                         Bend MAZ 224                   Cost $49                              

Erik Tobiason                     5:30pm-8:30 Tu                  49027
10/27                                    Prineville PRI 130              Cost $49

Create Your Personal Retirement Analysis
Through rare access to the #1 financial planning software in the industry, create a comprehensive personal retirement analysis. Learn critical concepts to help maximize your retirement dollars through income distribution and tax strategies, while clarifying the path you are on. Taught by a Certified Financial Planner™ this class is designed to benefit those within a few years of retirement or already retired. Couples are encouraged to attend together if possible. If registering with your spouse, spouse's fee is $25. 
Chad Staskal                       COCC LIB 117                      48956
10/6 to 10/13                        6:30pm-8:30 Tu 
10/20                                     6:30pm-9:00 Tu (LIB 221) Cost $79                              

Chad Staskal                       COCC LIB 117                      48957
11/5 to 11/12                        6:30pm-8:30 Th
11/19                                     6:30pm-9:00 Th (LIB 221) Cost $79              

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. 
Leslie Koc                            5:30pm-8:00 Tu                 49170
10/13 to 11/17                   Bend CCC 116                    Cost $129

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                 49223
9/24                                       Bend BEC 154                     Cost FREE                           

Erik Tobiason                     5:30pm-7:30 Th                 49222
10/22                                     Redmond RDM3 305       Cost FREE                           

Erik Tobiason                     5:30pm-7:30 Th                 49224
10/29                                     Bend BEC 154                     Cost FREE                           

The A B C's & D's of Medicare
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                       2:00pm-3:30 F                    49196
10/16                                     Bend CHLAB 301               Cost FREE                           

Emily Carrick                       5:30pm-7:00 Th                 49158
11/12                                     Redmond RDM3 306       Cost FREE                           

 Your Money & Your Brain: Avoid Investment Pitfalls
In making investment decisions, we all have a number of hard-wired tendencies to fool, confuse, and defeat ourselves. Explore some of the key tendencies and how you can equip yourself to resist or counteract them. Discuss a handful of research-proven principles that can guide you to reliable and successful investing.
John Rhetts                        6:00pm-8:00 W                  49163
10/14 to 11/4                     Bend HCC 260                    Cost $79                               






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