Retirement & Finance
To register, call (541)383-7270 or click on class title (requires Adobe Flash).
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
Tu (LIB 221) Cost $89
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
5/21 Redmond RTEC 124 Cost $79
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
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
4/26 Bend BEC 155 Cost FREE
Emily Carrick 5:30pm-7:00
5/17 Redmond RTEC 209 Cost FREE
Emily Carrick 2:00pm-3:30
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
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
6/1 to 6/22 Bend MAZ 224 Cost $129