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.

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                    6:30pm-8:30 MW              48665
10/20 to 10/22                    Bend CCB 116A               
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 and elder law. 
James Van Voorhees           9:00am-12:30 Sa              48663
11/1                                   Madras MDR 116             
Cost $59 

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                   3:00pm-4:30 Th                  48529
11/13                               Redmond RDM3 306     

Emily Carrick                   5:30pm-7:00 M                   48531
11/17                               Bend CHLAB 301          

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-7:00 Th                48662
10/30                                Bend BEC 155

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’re 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. NOTE: Class on 11/6 will be held in COCC LIB 117 from 6:30pm-9:00.
Chad Staskal                    6:30pm-8:30 Th                48574
10/30 to 11/13                    COCC LIB 221            
Cost $75

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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