Retirement & Finance



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To register, call 541.383.7270 or click on class title (requires Adobe Flash).

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                   49343
10/19                                Bend CHLAB 301               Cost $79            

The Matter of Money: Exploring the Emotions of Money
Experience clarity and ease about the topic of money. Find out why it's not about how much money you do or don’t have. Your attitudes about money influence your life for better or worse and you’re often unaware of them. How long have they been with you or how much impact do they have on your well being? With the help of your instructor and professional coach Leslie Koc you will finish this class more comfortable talking about money. You’ll understand what you truly value and why and you will shed old or possibly damaging beliefs about money. 
Leslie Koc                         5:30pm-8:00 W                   49482
10/26                                Bend BEC 160                   Cost $49

NEW! Your Life, Your Wishes: Advanced Care Planning & End of Life Planning
Good news. We’re living longer. However, a longer life often means more chronic, often debilitating, diseases leading to the need for detailed and documented end-of-life planning to reduce family burden and assure our wishes are carried out. This empowering class provides an overview of medical care in America, past and present with emphasis on how changes/advancements in medical care have impacted both our quantity and quality of life.
Velda Filzen                      10:00am-noon Sa                49622
11/5                                  Redmond RDM3 306           Cost $29                         

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                  49353
10/26 to 11/16                     Bend MAZ 224                  Cost $129
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                      3:00pm-4:30 Tu                      49455
10/18                                 Redmond RTEC 209               Cost FREE                           

Emily Carrick                      3:00pm-4:30 Th                      49454
11/10                                  Bend CHLAB 301                   Cost FREE                           

Emily Carrick                      3:00pm-4:30 W                      49456
11/16                                  Redmond RTEC 209               Cost FREE

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 W                      49487
10/26                                   Bend HCC 230                      Cost FREE                           

Erik Tobiason                       5:30pm-7:30 W                      49488
11/9                                    Redmond RDM3 306               Cost FREE                           

Erik Tobiason                       5:30pm-7:30 W                      49489
11/16                                  Sisters DPL-SI                       Cost FREE








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