Financial Workshops
Enrich your mind, enrich your life
Mid Oregon Credit Union have access to free financial workshops to help you learn how to work toward your
financial goals.
Workshops are open to members and non members.
View archived webinars and handouts from past sessions here.
2025 Financial Workshops
Understanding the Medicare ABCs and Ds
Hosted by Patrick O'Keefe, Inszone Insurance Services
Thursday, March 13, 2025 6:30 p.m. | Mid Oregon East Bend Conference Room, 1386 NE Cushing Drive, Bend
Learn more about who is eligible for Medicare and get answers to your most frequently asked questions, including: when to sign up for Medicare, what is covered (and not covered), extra help for people with limited income and resources, and where to go for expert help.
Social Security and Retirement
Hosted 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
Hosted 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.