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                       36391
7/20                                Bend BEC 154                        Cost $79
                               
             
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             2:00pm-3:30 Tu                     28068
6/7                            Bend BEC 155                      Cost FREE

Emily Carrick            4:00pm-5:30 Tu                      36474
7/12                          Redmond RDM3 305              Cost FREE                           

Emily Carrick            4:00pm-5:30 Th                      36473
7/21                         Madras MDR 114                    Cost FREE                           

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


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. No class July 6. Business, 
Jesse Felder                 6:00pm-8:00 W                  36427
6/29 to 7/27                 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


5 Years to Retirement

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 Th                 36487
7/14 to 7/21                  Bend BEC 154                  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 W                  27943
6/1 to 6/22                    Bend MAZ 224                  Cost $129

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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