Upcoming Events

Retirement Planning Courses


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 personalized comprehensive financial plan. Students must attend the first two class sessions. Sign up now for this live course at Central Oregon Community College.


Spring Classes:  

5/31 and 6/2 from 6:00 pm – 8:00 pm, plus a one-on-one third class with a financial planner.  Sign up now


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