Register at cocc.enrole.com or call 541.383.7270
14
Winter 2022
A
RT
ENRICHMENT
Finance | Retirement
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 PLANNERTM. 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. Students
will schedule a third online session via Zoom for a one-on-
one meeting with a financial planner. Register your partner/
spouse at the time of registration for an additional $25.
Chad Staskal
Bend HCC 230
$89
1/11 to 1/13 Tu,Th
6:00pm-8:00pm
Chad Staskal
Bend HCC 230
$89
3/8 to 3/10 Tu,Th
6:00pm-8:00pm
Tax Reform: Manage Your Finances Under the
New Tax Law
Learn the details of recent Tax Law changes and how it may
affect your personal tax situation. Discussion will include tax
optimization strategies for gifting, Social Security, HSAs, estate
planning and investments including Roth conversions.
Erik Tobiason
Bend CHLAB 301
FREE
1/25 Tu
5:30pm-7:30pm
5 Years to Retirement
Prepare for retirement and learn key steps to creating a
reliable, long-term income stream. We will discuss Social
Security optimization, tax management techniques, risk
management, and investment strategies to both protect
and grow your income during retirement. Don't get caught
unprepared for retirement.
Erik Tobiason
Bend CHLAB 301
$99
2/15 to 2/17 Tu,Th
5:30pm-7:30pm
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!
Erik Tobiason
Bend CHLAB 301
FREE
2/1 Tu
5:30pm-7:30pm
The A B C's & D's of Medicare
Medicare is a critical 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.
Emily Carrick
ONLINE ZOOM
FREE
1/25 Tu
10:30am-12:00pm
Emily Carrick
ONLINE ZOOM
FREE
2/24 Th
1:30pm-3:00pm
Emily Carrick
ONLINE ZOOM
FREE
3/9 W
10:30am-12:00pm