Life Planning   

This course comes within a place of mindful caregiving and a culture of being present, kind, and real. This course builds on the material presented in Part 1 of this series, although attendance in Part 1 is not required. Each of the four hourly sessions will be led by an expert on hospice, spiritual, and bereavement care. Sessions will be devoted to the challenges of caring for someone at the end of life. Topics will include: 1) hospice care and what it provides; 2) challenges of caring for the dying individual; 3) aspects of spiritual care; and 4) bereavement care and support. Please come prepared to discuss your concerns and experiences to enhance the class experience. This course is open to any student who wishes to gain an important understanding of this phase of life and its requirements. Students should be prepared to share their experiences and be interested in this phase of life.

 

NOTE: Attendance in the first course is not required.

This course comes within a place of mindful caregiving and a culture of being present, kind, and real. This course builds on the material presented in Part 1 of this series, although attendance in Part 1 is not required. Each of the four hourly sessions will be led by an expert on hospice, spiritual, and bereavement care. Sessions will be devoted to the challenges of caring for someone at the end of life. Topics will include: 1) hospice care and what it provides; 2) challenges of caring for the dying individual; 3) aspects of spiritual care; and 4) bereavement care and support. Please come prepared to discuss your concerns and experiences to enhance the class experience. This course is open to any student who wishes to gain an important understanding of this phase of life and its requirements. Students should be prepared to share their experiences and be interested in this phase of life.

 

NOTE: Attendance in the first course is not required.

In this mostly lecture course, we’ll cover the basics of stocks, bonds, real estate, and alternative investments before moving on to address how to combine various asset classes into a diversified portfolio. Investment vehicles such as mutual funds and exchange traded funds will also be discussed, as well as passive versus active investing, market timing, investor behavior, socially responsible investing, and tax considerations. While no specific stocks, bonds, funds, or other means to invest will be recommended, by the end of the class students will have the tools to either do their own investing or to be able to evaluate what their advisor is doing. No prior investing experience is required; there will be some class discussion and home assignments.

Most of us spend half our adult lives going through major life-transitions—like retirement, marriage, loss of a loved one, divorce, inheritance, career change, empty nest, and big health challenges—yet we have never been trained in the vital skills needed to master (or even manage) these life passages. Change happens quickly, but major life-transitions can take years. The transformation that results from working through them skillfully lasts a lifetime. This course explores how you have handled these significant “life-quakes” in the past, and how you can use them now and in the future as times of reimagining and reinvention. We will explore the four phases of major life transitions, both in the research and in your own experience. These challenging passages launch your life’s next chapter and hold great potential gifts of “post-traumatic growth” while allowing you to design your own ideal next chapter. Our emphasis will be on developing the creative skills to flow through major change.

This course comes within a place of mindful caregiving and culture of being present, kind, and real. Each of the four hourly sessions will be led by an expert on the different aspects of end-of-life preparation and palliative/hospice care. The course will use a lecture format with ample time for discussion and questions. Topics will include:1) importance of planning for end-of-life and communicating with those important in your life; 2) differences between hospice and palliative care; 3) importance of caregiver health, support, and use of resources during this difficult time; and 4) discussion of the use of the facility and end-of-life care and a tour of Celia’s House. This course is open to any student who wishes to gain an important understanding in preparing for this phase of life. Students should be prepared to share their experiences in preparing for this stage of life. This is the first of two courses on the subject of end-of-life care.

This course comes within a place of mindful caregiving and culture of being present, kind, and real. Each of the four hourly sessions will be led by an expert on the different aspects of end-of-life preparation and palliative/hospice care. The course will use a lecture format with ample time for discussion and questions. Topics will include:1) importance of planning for end-of-life and communicating with those important in your life; 2) differences between hospice and palliative care; 3) importance of caregiver health, support, and use of resources during this difficult time; and 4) discussion of the use of the facility and end-of-life care and a tour of Celia’s House. This course is open to any student who wishes to gain an important understanding in preparing for this phase of life. Students should be prepared to share their experiences in preparing for this stage of life. This is the first of two courses on the subject of end-of-life care.

This course will help those affected by the death of a loved one in a relationship to navigate the daily struggles of this powerful life phase and begin to take their own pivotal next steps towards emotional, mental, physical, and financial well-being. Widowhood is a passage with no timetable, often marked by grief and the challenge to take on new and perhaps unfamiliar skills and responsibilities. This course is a compassionate exploration of the knowledge and resources to find the support and strength you need, as well as a gentle reminder that you don’t have to go through it alone. This proven process will provide varied tools to help enrich self-understanding while building confidence, skills, and a vital community/professional support team. We will learn from the experience of others who have lost a spouse at different points in their healing, as well as from experts in life-planning, grief recovery, and personal finance. Participation during class is encouraged yet optional.

Students can expect to learn broad legal concepts for Oregon estate planning. The course context will highlight differences between simple wills and revocable living trusts as well as the probate process. Students will learn how wills and trusts relate to probate, estate taxes, and distribution to beneficiaries. Discussion on the probate process, including its purpose, timeframes, notices, and associated legal obligations will be highlighted. In addition, the purpose and function of the legal documents which accompany a simple will estate plan versus a revocable living trust estate plan will be discussed. Instruction will include context about different types of wills, durable powers of attorney, advanced healthcare directives, certificates of trust, and other associated documents. The instruction method will primarily be lecture with student interaction encouraged. Students do not need to have prior knowledge of the subject, only a desire to learn. No text will be required.

This course will discuss preparation necessary to face an emergency event, including how to build a collection of recommended supplies, a way to transport them, training on how to use them, and developing a personalized plan. This will empower you to be self-sufficient in an emergency until help arrives, even if that is days away. We will focus on the necessary foundational work specifically with seniors in mind. This is a long-term undertaking that will take thought, and it will challenge your comfort zone. Please join us to meet in a respectful space for a six-session guide to help you focus on creating “Bug-out Bags” and all that goes with it for you and your family. Some material will be prepared to view before class, with group discussion to follow.

This course will discuss preparation necessary to face an emergency event, including how to build a collection of recommended supplies, a way to transport them, training on how to use them, and developing a personalized plan. This will empower you to be self-sufficient in an emergency until help arrives, even if that is days away. We will focus on the necessary foundational work specifically with seniors in mind. This is a long-term undertaking that will take thought, and it will challenge your comfort zone. Please join us to meet in a respectful space for a six-session guide to help you focus on creating “Bug-out Bags” and all that goes with it for you and your family. Some material will be prepared to view before class, with group discussion to follow.

This course is about changes in the income tax laws and how those changes affect people as they become older and/or retire. After a basic non-technical overview of individual tax law, in plain English, the course covers the twists that come into play as people collect retirement income, have increased medical expenses, or sell a home they’ve lived in for a long time. The course is intended to provide students with the knowledge to better communicate with their financial advisors. Tax preparation options, including self-preparing and paid preparers, will be covered, including tips on choosing a tax preparer. Instructional methods include lectures, hands-on exercises, and plenty of time for questions and answers. No prior knowledge of taxes, beyond the general understanding citizens typically have, is assumed.

This course is about changes in the income tax laws and how those changes affect people as they become older and/or retire. After a basic non-technical overview of individual tax law, in plain English, the course covers the twists that come into play as people collect retirement income, have increased medical expenses, or sell a home they’ve lived in for a long time. The course is intended to provide students with the knowledge to better communicate with their financial advisors. Tax preparation options, including self-preparing and paid preparers, will be covered, including tips on choosing a tax preparer. Instructional methods include lectures, hands-on exercises, and plenty of time for questions and answers. No prior knowledge of taxes, beyond the general understanding citizens typically have, is assumed.