Financial Workshops
Enrich your mind, enrich your life
Are you ready to take charge of your financial future? Mid Oregon offers free financial workshops to give you valuable insights and tools to achieve your financial goals. Take a peek below at our upcoming workshops and register today!
Social Security and Retirement
Presented by Marc Cabanilla, Mid Oregon Wealth Management
Tuesday, March 18, 2025 6:30 p.m. | Mid Oregon East Bend Conference Room, 1386 NE Cushing Drive, Bend
This workshop will provide answers to your Social Security questions and explore strategies for optimizing your benefits.
Estate Planning Essentials
Presented by Jeff Patterson, Lynch Murphy McLane LLP
Thursday, May 8, 2025 6:30 p.m. | Mid Oregon East Bend Conference Room, 1386 NE Cushing Drive, Bend
Learn more about wills, trusts, powers of attorney, healthcare documents, and beneficiary designation assets/accounts. Jeff will also cover questions about what happens when someone becomes disabled/incapacitated and how the Oregon and federal estate tax laws can affect one’s estate and estate-planning considerations.