Upcoming Events

Virtual Events

 

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 online live course at Central Oregon Community College.

Online Winter Class

2/9 and 2/11 from 6:00pm – 8:00 pm, plus a one-on-one third class with a financial planner

Online Spring Class (registration opening soon)

4/13 and 4/15 from 6:00pm – 8:00 pm, plus a one-on-one third class with a financial planner

 

If you are nearing retirement, then this course in financial planning is for you. Create a comprehensive personal retirement analysis using the #1 financial planning software in the industry, guided by a Certified Financial Planner™. Define your financial goals and align them with your values. Clarify your current path and learn critical concepts to help maximize your retirement dollars through income distribution and tax strategies. Estimate how much money you will need to retire and if you are on target to reach your goal. Don't miss your chance to bring clarity to your financial future and build the confidence you need to transition into retirement with ease. Sign up now for this online live course at Central Oregon Community College.

Online Winter Class

2/23 and 2/25 from 6:00pm – 8:00 pm, plus a one-on-one third class with a financial planner

Online Spring Class (registration opening soon)

5/4 and 5/6 from 6:00pm – 8:00 pm, plus a one-on-one third class with a financial planner

 

Retirement Refresh:  Are You Still On the Right Path? (Ages 65+)

If you are 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™. Redefine your financial goals, align them with your values, and consider your legacy. Evaluate your current path and learn critical concepts to help maximize your retirement dollars through income distribution and tax strategies. Walk away with clarity and understanding of your unique situation, and a personal comprehensive financial plan.  Sign up now for this online live course at Central Oregon Community College.

Online Spring Class (registration opening soon)

6/1 and 6/3 from 6:00pm – 8:00 pm, plus a one-on-one third class with a financial planner

 

Annual Client Appreciation Event — Postponed due to COVID-19 

 


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