Retirement & Finance


Tax Forms(3)

Money stacks

Retirement Tab

Social Security(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 118                           27918
5/24 to  5/31                   6:30pm-8:30 Tu
6/7                                 6:30pm-9:00 Tu (LIB 221)           Cost $89

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.  
James Van Voorhees     9:00am-12:30 Sa                    27922
5/21                             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-7:30 Th                   28057
4/28                          Bend BEC 154                     Cost FREE                           

Erik Tobiason             5:30pm-7:30 W                    28059
5/18                          Bend BEC 155                     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             5:30pm-7:00 Tu                     28063
4/26                           Bend BEC 155                      Cost FREE                           

Emily Carrick             5:30pm-7:00 Tu                     28065
5/17                           Redmond RTEC 209             Cost FREE                           

Emily Carrick             2:00pm-3:30 Tu                     28068
6/7                             Bend BEC 155                     Cost FREE

You Can be a Stock Market Genius II

Having worked at the largest firm on Wall Street, Jesse Felder co-founded a multi-billion-dollar hedge fund and has been managing investment portfolios in Bend for over a decade. 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 W                 27944
5/4 to 5/25                    Bend MAZ 224                  Cost $129

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              28066
5/17 to 5/19                  COCC LIB 221                   Cost $79

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 W                  27943
6/1 to 6/22                    Bend MAZ 224                  Cost $129







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