Retirement & Finance
To register, call 541.383.7270 or click on class title (requires Adobe Flash).
5 Years to Retirement
end of this class, you will know how to define your retirement lifestyle,
understand your income needs and create your own personal retirement checklist.
Erik Tobiason, Financial Advisor, will help you develop a game plan with action
steps and timelines for a successful retirement. Learn investment planning
techniques and risk avoidance strategies. Don't get caught unprepared for
Tobiason 5:30pm-7:30 TuTh 18842
3/2 Bend CHLAB 301 Cost
Personal Retirement Analysis
three-class workshop can help you save thousands of dollars. Utilizing rare
access to the #1 financial planning software in the industry, you will leave
this class with a comprehensive personal retirement analysis. Certified
Financial Planner™ Chad Staskal will clarify the path you are on, and teach
critical concepts to help you maximize your retirement dollars through income
distribution and tax strategies. This is essential information if you are
already retired or within a few years of retirement. Couples are encouraged to
attend together. If registering with your partner, partner’s fee is only $25.
Final class on 2/7 meets in LIB 221.
Staskal 6:30pm-8:30 Tu 18799
2/7 COCC LIB 117 Cost $89
your wishes are carried out when you are gone and discover 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.
Lande 1:00pm-4:00 W 18759
BEC 154 Cost $79
Van Voorhees 9:00am-12:30 Sa 18740
RTEC 124 Cost $79
Your Life, Your Wishes: Advanced
Care Planning & End of Life Planning
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 ensure our wishes are followed and reduce family
burden. This empowering class provides an overview of medical care in America,
past and present, with emphasis on how changes and advancements in medical care
have impacted both our quantity and quality of life.
3/18 Bend CHLAB 301
Making the Most of Your Social
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 you can make the most of the benefits of your Social Security? Find out in
this free class.
Tobiason 5:30pm-7:30 Th 18839
CHLAB 301 Cost FREE
Tobiason 5:30pm-7:30 Th 18840
RDM3 305 Cost FREE
Tobiason 5:30pm-7:30 Th 18841
BEC 154 Cost
The A B C's & D's of 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.
Carrick 4:00pm-5:30 Tu 18853
2/7 Bend BEC 155 Cost FREE
Carrick 4:00pm-5:30 Th 18856
3/16 Redmond RTEC 124 Cost
NEW! State of the Markets 2017
the impact of recent elections, the actions of the Federal Reserve, and other
indicators can help as you make decisions for your financial future. It's
natural to worry about what might happen next, but up-to-date information can
help put investing in perspective. Please join us as we analyze economic trends
and discuss threats to market growth as well as potential opportunities. Light
refreshments will be served.
Staskal 2:00pm-4:00 Sa 18858
2/4 Bend CHLAB 301 Cost
Invest Like the Best
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. Invest Like the Best is a survival guide to investing
in the financial markets focusing on how to build a sound, low cost investment
portfolio for any environment. Students will learn how to boost returns and
avoid major drawdowns. 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.
Felder 6:00pm-8:00 M 18689
2/20 Bend CHLAB 301 Cost
You Can Be a Stock Market Genius
advanced stock market security analysis from a holistic perspective with a
professional money manager with over 20 years of experience. Jesse Felder will
show you 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 will follow.
Felder 6:00pm-8:00 M 18688
2/27 to 3/20 Bend
CHLAB 301 Cost $129
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 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.
Please see our Navigating Your Retirement web page for more details about this class coming soon: Thursday evenings, April 13 - May 11, 2017.