Estate Planning, Social Security and Retirement
Click on course titles for details or call 541-383-7270
Personal Retirement Analysis Workshop
Create a personal retirement analysis through rare access to one of the best financial planning programs in the industry, guided by a CERTIFIED FINANCIAL PLANNER®. Clarify your current path and learn critical concepts to maximize your retirement dollars and align your financial goals with your values. Walk away with clarity and understanding of your unique situation, and personal retirement plan. This course is best suited for those considering retirement in the next few years, or already retired.
Instructor: Chad Staskal
Tuesday, April 14 and Thursday, April 16
6-8pm
COCC Bend Campus; $89
Register
Proactive Retirement Planning: Essential Steps from Mid-Career to Medicare
Take control of your financial future! Designed specifically for mid-career individuals, this four week workshop provides clear, actionable strategies to confidently prepare for retirement. Learn to maximize workplace retirement plans (401(k), 403(b), PERS), strategically eliminate debt, optimize Social Security and Medicare enrollment, and create a sustainable retirement budget. We’ll also discuss how to manage out-of-state pensions and retirement accounts from previous employers. Walk away empowered with a personalized retirement roadmap and the practical tools to achieve financial security and peace of mind.
Instructor: Jakob Katchem
Tuesdays, February 3-24
6-7:30pm
COCC Bend Campus; No Cost
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Estate Planning and Long-Term Care
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.
Instructor: Lindsay Gardner
Wednesday, February 18
9am-12pm
COCC Bend Campus; $89
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Making the Most of Your Social Security
Learn what you need to know to make the most of your Social Security before it’s too late!
Instructor: Ian Tobiason
Tuesday, February 24
5:30-7:30pm
COCC Chandler Lab; No Cost
