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Preparing Your Estate Plan
with Marta Haydym & Alexandria Jackson
Designed to help better understand the basics of estate planning to consider your options that make the most sense for your specific situations. Participants will learn what to consider when creating a will, benefits of trusts, how to reduce taxes on estates and how insurance can protect your family.
Retirement Planning 101
with Brie Pio
Are you worried about retirement? Are you wondering if you are financially prepared? This course will address planning for retirement, living in retirement, and passing on assets to loved ones after retirement. We will discuss how much to save and how to invest it wisely to achieve your retirement goals.
Medicare 101, 1.18.22
with Anna Moorman
Now over Zoom!
Anna and Jo-Ann, of Allen Insurance & Financial, are licensed insurance agents specializing in Medicare.They will help answer questions including: What does Medicare cover? What does Medicare NOT cover? When can I enroll in Medicare? What is a Medicare Advantage plan? What is a Medicare Supplement plan?
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.