Retirement & Finance



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

5 Years to Retirement
By the 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 retirement. 
Erik Tobiason           5:30pm-7:30 TuTh                18842
2/28 to 3/2               Bend CHLAB 301                  Cost $89                              


Personal Retirement Analysis Workshop
This 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.
Chad Staskal            6:30pm-8:30 Tu                   18799
1/24 to 2/7                COCC LIB 117                     Cost $89


Estate Planning
Ensure 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. 
Melissa Lande            1:00pm-4:00 W                   18759
2/15                            Bend BEC 154                    Cost $79                              

James Van Voorhees  9:00am-12:30 Sa                18740
2/18                            Redmond RTEC 124           Cost $79

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 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.
Velda Filzen               10:00am-noon Sa                18758
3/18                           Bend CHLAB 301                Cost $29      

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 you can make the most of the benefits of your Social Security? Find out in this free class.
Erik Tobiason              5:30pm-7:30 Th                  18839
1/19                            Bend CHLAB 301                Cost FREE                             

Erik Tobiason              5:30pm-7:30 Th                  18840
2/16                            Redmond RDM3 305           Cost FREE                             

Erik Tobiason               5:30pm-7:30 Th                  18841
3/16                             Bend BEC 154                    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                 4:00pm-5:30 Tu                  18853
2/7                                Bend BEC 155                    Cost FREE                             

Emily Carrick                 4:00pm-5:30 Th                  18856
3/16                              Redmond RTEC 124           Cost FREE             

NEW! State of the Markets 2017

Understanding 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. 
Chad Staskal                  2:00pm-4:00 Sa                  18858
2/4                                 Bend CHLAB 301                 Cost $29                              

Invest Like the Best

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. 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. 
Jesse Felder                    6:00pm-8:00 M                    18689
1/30 to 2/20                     Bend CHLAB 301                Cost $129                                            

You Can Be a Stock Market Genius

Explore 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.  
Jesse 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.                                                                 

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