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.

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-4:00 W                  27741
5/6                                      Bend BEC 154                   Cost $69                              

James Van Voorhees          9:00am-12:30 Sa               27776
5/16                                    Prineville PRI 111              Cost $69

James Van Voorhees           9:00am-12:30 Sa               36228
7/11                                     Redmond RTEC 124         Cost $69              

Melissa Lande                     1:00pm-4:00 W                  36266
8/5                                       Bend BEC 154                   Cost $69              

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-7:00 Tu                 27495
5/19                                   Bend CHLAB 301                                        

Emily Carrick                     2:00pm-3:30 Th                 27646
6/11                                   Bend CHLAB 301               

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            27642
5/19 to 5/21                       Bend MAZ 220                  Cost $49 

Erik Tobiason                     5:30pm-7:30 MW             36226
8/3 to 8/5                            Bend BEC 154                 Cost $49 

Making the Most of Your Social Security - Cost FREE
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 W                  27657
5/27                                   Redmond RDM3 309    

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. If registering with your spouse, spouse's fee is $25. Couples are encouraged to attend together if possible. 
Chad Staskal                   6:30pm-8:30 M                  27710
6/1 to 6/15                       COCC LIB 221                  Cost $75                               
NOTE: Class on 6/8 will be held in LIB 117 from 6:30pm-9:00 

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                  36210
7/13 to 8/3                    Bend MAZ 220                   Cost $79                        
NEW! Your Money & Your Brain: Avoid Investment Pitfalls

In making investment decisions, human beings 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 Th                 36308
7/16 to 8/6                     Bend BEC 154                   Cost $79                              

NEW! Roommates, Money & College Spending
Living on your own for the first time is a great adventure.  However, there can be some unpleasant surprises for overly trusting roommates/renters. The goal of this class is to raise the awareness of first time renters/roommates. The objective is to start the discussion giving parents and young adults the ability to plan for the first step into the “Adult World” of financial responsibility.  Parents and young adults can sign up together for one registration fee ($39).
Terri Rahmsdorff                 5:30pm-8:30 TuTh            36174
7/28 to 7/30                        Bend CHLAB 301               Cost $39              






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