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Upcoming Events

 

Create Your Personal Retirement Analysis Class

Through rare access to one of the best financial planning softwares in the industry, create a comprehensive personal retirement analysis. Learn critical concepts to help maximize your retirement dollars through income distribution and tax strategies, while clarifying the path you're on. Taught by a CERTIFIED FINANCIAL PLANNER™ professional, this class is designed to benefit those within a few years of retirement or already retired.

Tuesdays, 2/20/18 - 3/6/18
6:30 pm - 8:30 pm
Central Oregon Community College
 
 
 
 

We frequently hold educational classes for families as well as business owners.
Please check back soon or sign up for our newsletter to be notified of our next event.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

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