Retirement & Finance

   





Tax Forms(3)

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Retirement Tab

Social Security(1)

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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.
James Van Voorhees         9:00am-12:30 Sa               49355
10/1                                  Redmond RTEC 124          Cost $79                              

Melissa Lande                  1:00pm-4:00 W                  49343
10/19                                Bend CHLAB 301               Cost $79

Navigating Your Retirement
Create a clear picture of YOUR retirement dream along with the plan to live it. Your unique life experience has provided you with a strong foundation for planning the next chapter. Leslie Koc, skilled coach and facilitator, will guide you through assessments and interactive activities to help you rediscover your strengths, revisit your personal values and create a plan for balance, growth and joy. Retirement years may outnumber the years you've spent working, so it’s essential to define retirement for yourself using the targeted exploration, expert support, proven tools and community resources provided during this course. 
Leslie Koc                         5:30pm-8:00 Th                 49483
10/13 to 11/10                    Bend HCC 190                  Cost $129


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                49621
10/8                                   Bend CHLAB 301               Cost $29                              

Velda Filzen                       10:00am-noon Sa                49622
11/5                                    Redmond RDM3 306          Cost $29

5 Years to Retirement
Don't get caught unprepared for retirement. 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                      5:30pm-7:30 Th                  49494
10/13 to 10/20                    Bend MAZ 224                    Cost $79

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. Couples are encouraged to attend together if possible. If registering with your spouse, spouse's fee is $25.      
Chad Staskal                       Bend LIB 117                     49510
10/10 & 10/17                       6:30pm-8:30 W
10/24 (LIB 221)                     6:30pm-9:00 W                 Cost $89              

                                       

NEW! Socially Responsible Investing 
Making money is one thing, being social responsible is often seen as another. Why not do both? This course will show you how to invest, make money, and be socially responsible. Explore the history and growth of Socially Responsible Investing (SRI) as well as the practical methods to implement SRI into investment portfolios. Descriptions and definitions of SRI and the values that are driving this trend will also be explored. 
Jack Schniepp                     5:30pm-7:30 Th                 49498
10/13 to 10/27                      Bend MAZ 222                 Cost $79                              

 

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 the most common 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 W                 49354
9/21 to 10/12                     Bend MAZ 224                  Cost $99

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                  36428
8/3 to 8/24                         Bend MAZ 224                  Cost $129

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                  4:00pm-5:30 Tu                      36472
8/9                                 Prineville PRI 119                   Cost FREE                           

Emily Carrick                  4:00pm-5:30 W                      36471
8/24                               Bend BEC 155                       Cost FREE

Emily Carrick                  3:00pm-4:30 Tu                      49461
9/20                               Bend CHLAB 301                   Cost FREE                           

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                      49486
9/21                                Bend BEC 154                       Cost FREE                           

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





Compass Points -"Navigating Your Retirement" Webpage
Navigating your Retirement is COCC's comprehensive intentional life planning class. 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?   
                                

                      
                          
                      
                       
              





                   





 


            


                           

   


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