Financial Workshops


Enrich your mind, enrich your life 

Mid Oregon offers free financial workshops to help you learn how to achieve your financial goals.  Workshops start at 6:00 p.m. and are held at the East Bend Conference Room except where noted differently. Call (541) 382‐1795, click the button below, or email to reserve your seat. A light dinner will be offered. 


2019 Winter-Spring Workshop Schedule (.pdf file to print or share)


Classes offered in Winter/Spring 2019


January 29


Estate Planning Essentials *All new for 2019!

Special Guest Presenter Jeff Patterson of Schwabe, Williamson and Wyatt will cover wills, trusts, powers of attorney, healthcare documents, and beneficiary designation assets/accounts. He’ll 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.

February 26


Buying A Home in Today’s Economy

This workshop is perfect for anyone thinking of buying their first—or next—home in the coming year. Presenter Kevin Tucker (NMLS 881486) of Arbor Mortgage will cover the basics of qualifying for a home loan, how to manage any credit issues, types of loans available, and even zero-down loan options. (Arbor Mortgage Group, NMLS #91027)

March 12


Build a Basic Budget: The Five-Step Spending Plan

Wondering where your money goes? You’re not alone. Join Mid Oregon’s Catherine Christie as she helps you to develop a personal spending plan—not just a budget— that you can live with. Regain control and achieve your financial goals!

March 19


How to Weather a Bear Market

This is a brand new workshop--stay tuned for a complete description coming soon!

March 28


Organize Your Financial Records

Learn tips for getting and staying organized! Determine what documents to keep and how long to keep them, what to shred, and the best way to store various kinds of records. You’ll also discover some helpful organizing tools. Presented by Riki Strong, Mid Oregon HR/Training Coordinator.

April 11


Understanding the ABCs (and Ds) of Medicare

Do you wonder what the difference is between Medicare Part A, Part B, Part C, and Part D? We invite you to learn more about who is eligible for Medicare, what is covered, what is not covered, and the enrollment timelines. We will also explore the differences between Medigap plans and Medicare Advantage plans. Presented by Emily Carrick, Medicare Sales Executive at PacificSource. This workshop is provided for educational purposes only and is not a sales presentation.