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).

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                        18340
1/19 to 1/26               6:30pm-8:30 Tu
2/2                            6:30pm-9:00 Tu (LIB 221)        Cost $89                              

Chad Staskal            COCC LIB 117                         18339
2/23 to  3/1               6:30pm-8:30 Tu
3/8                           6:30pm-9:00 Tu (LIB 221)         Cost $89                              


5 Years to Retirement
The last few years before retirement can really fly by. Develop a game plan with action steps and time lines 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                    18432
2/2 to 2/4                 Bend BEC BDRM                    Cost $69

Estate Planning
How can you ensure your wishes are carried out when you are 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                     18406
2/10                          COCC LIB 221                      Cost $79                              

Jim Van Voorhees       9:00am-12:30 Sa                 18408
3/12                          Redmond RTEC 124             Cost $79                              

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-7:00 Th                    18515
1/28                           Bend HCC 190                     Cost FREE                           

Erik Tobiason             5:30pm-7:00 Th                    18516
3/10                          Bend HCC 190                      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. Space is limited and registration is required for this free class. 
Emily Carrick             2:00pm-3:30 Th                    18303
2/25                          Bend CHLAB 301                  Cost FREE                           

Emily Carrick            2:00pm-3:30 Tu                     18302
3/15                         Redmond RDM3 306              Cost FREE

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. This class is a survival guide to investing in the financial markets focusing mainly on how to build a sound, low cost investment portfolio for any environment. Students will learn how to boost returns and avoid major drawdowns by understanding and ameliorating the most common, costly mistakes individual investors typically make. 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                    18392
1/14 to 2/4                Bend CHLAB 301                 Cost $89                               

You Can Be a Stock Market Genius Lab
This class is a workshop based upon the principles taught in "You Can Be a Stock Market Genius" classes I & II, which are required prerequisites. The focus of this class is the practical application of fundamental research skills and technical trading techniques learned in those earlier classes in real time. Students will present their research on specific investment opportunities followed by group discussions relating to the potential risks versus potential reward of such. 
Jesse Felder             6:00pm-8:00 Tu                    18393
2/16 to 3/8                Bend MAZ 224                     Cost $89                      






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