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Estate Planning 101
with Marta Haydym-Silver Alexandria Jackson
Medicare 101 9.21.22
with Anna Moorman
Taxable vs. Tax Deferred vs. Tax Free
with Marta Haydym-Silver
In this class we will be taking a look at the different types of investment accounts that exist and how to utilize them. Ever wondered about how to utilize a Roth IRA? We will be going over all types of IRAs, business accounts, and taxable accounts as well as how to effectively pair them for maximum tax savings.
Retirement Planning - How to Win at Retirement Savings
with Brie Pio
Medicare 101 2.9.23
with Anna Moorman
with Matt Crabtree, CFP
Do you have clear financial goals? Are you confident you will be able to retire someday? How can be sure you are making the right investments? Do you know how to change your credit report to reduce your expenses and increase your financial security? Do you know how to keep good financial records?
This course will prepare you for a lifetime of worthwhile personal financial planning. The tools you will learn are useful, realistic, and easy to work into your regular routine. They will help you gain control over the financial impact of the choices you make. You will learn to create and use a budget, borrow and invest wisely, make intelligent decisions about insurance, and plan for your financial future. You will develop a retirement savings plan, and you will be better prepared to make large purchases and plan for taxes. You will learn the essentials of household bookkeeping, recordkeeping requirements, and much, much more.
This course has a new start date available each month.
Quickbooks Desktop 2019 Series
with Scott Paxton
Understanding QuickBooks is one of the top skills a small business owner needs to successfully run their business. If you are a busy professional that wants to oversee your bookkeeping and accounting, the QuickBooks 2019 Series will teach you how to use this popular accounting software.
Introduction to QuickBooks 2019
The introductory course will teach you the basics of QuickBooks 2019. You will learn how to reconcile accounts, enter and pay bills, track inventory, and generate reports. By course completion, you will know how to automate several common bookkeeping tasks, and ultimately streamline your business.
Intermediate QuickBooks 2019
Many experienced QuickBooks users often struggle when applying certain business situations to QuickBooks. The Intermediate course will teach you more in-depth features and applications, which is ideal if your business is growing. It is designed for those QuickBooks users that have a firm understanding of the basics, or those that successfully completed the Introduction to QuickBooks course.
These courses must be taken on a PC device. A Mac OS is not compatible.
This course has rolling start dates. Click here to view dates, read the syllabus and instructor information, and register.