Upcoming Events

Retirement Planning Courses

 

Are you in the height of your career and wondering if you're on the right financial path? Create a comprehensive personal financial plan using the #1 financial planning software in the industry, guided by a Certified Financial Planner™. Discover how to align your values with your financial goals and prepare for your future. Clarify your current path and learn critical concepts to help you maximize the value of your paycheck. Uncover your biases, overcome investment fears, and find out how to avoid financial pitfalls while learning strategies for wealth accumulation. Don't miss this opportunity to truly understand your investments and build a plan and the confidence you need to succeed.  Sign up now for this live course at Central Oregon Community College. 
 
Fall Class (registration opening soon): 
10/12 and 10/14 from 6:00pm – 8:00 pm, plus a one-on-one third class with a financial planner 

 

If you are nearing retirement or already retired and wondering if you can better define your financial plan, then this course is for you.  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 a personal comprehensive financial plan.  Students must attend the first two class sessions.  Sign up now for this live course at Central Oregon Community College. 
 
Fall Class (registration opening soon):  
11/2 and 11/4 from 6:00pm – 8:00 pm, plus a one-on-one third class with a financial planner 

 

 

 

 


We frequently hold educational classes for families as well as business owners.  Please sign up for our newsletter to be notified of our events.