Retirement Planning Courses
Gain rare access to one of the industry’s leading financial planning software programs—guided by a CERTIFIED FINANCIAL PLANNER® professional. In this hands-on class, you’ll create a personalized retirement analysis, explore strategies to maximize your dollars, and learn how to align your money with your values. You’ll leave with a clearer picture of your financial path and a customized retirement plan you can put into action.
This course is designed for individuals who are approaching retirement in the next few years or who are already retired. Attendance at the first two sessions is required, while the third is a private, one-on-one consultation with a financial planner. Couples are encouraged to participate together—partners or spouses can be added at registration for just $25.
Sign up now for this in-person course at Central Oregon Community College.
Upcoming Classes:
01/20/26 and 01/22/26 from 6:00 pm - 8:00 pm, plus a one-on-one third class with a financial planner. (Register now — space is limited)
*April 2026 class dates coming soon
We frequently hold educational classes for families as well as business owners. Please sign up for our newsletter to be notified of our events.