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Five Town CSD Adult & Community Education



Financial Literacy

in Personal Enrichment

Estate Planning 101

Free

with Marta Haydym-Silver Alexandria Jackson

Calendar Sep 20, 2022 at 6 pm, runs for 1 week
Estate Planning 101: Join an Estate Attorney and Financial Advising team as they walk you through the basics of creating your plan. They will cover Power of Attorneys, Healthcare Directive, Trusts, Wills and answer individual questions from attendees.

Will run

Medicare 101 9.21.22

Free

with Anna Moorman

Calendar Sep 21, 2022 at 5 pm, runs for 1 week
Anna Moorman, of Allen Insurance & Financial, is a licensed insurance agent with a decade of experience helping individuals find the right Medicare coverage based on one's personal needs, budget, and risk tolerance. During this class she 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?

Will run

Taxable vs. Tax Deferred vs. Tax Free

Free

with Marta Haydym-Silver

Calendar Sep 21, 2022 at 6 pm, runs for 1 week

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

Free

with Brie Pio

Calendar Oct 20, 2022 at 6:30 pm, runs for 1 week
This one-night class will discuss how much to save for retirement, where to save it, and what types of investments to consider.

Medicare 101 2.9.23

Free

with Anna Moorman

Calendar Feb 9, 2023 at 5 pm, runs for 1 week
Anna Moorman, of Allen Insurance & Financial, is a licensed insurance agent with a decade of experience helping individuals find the right Medicare coverage based on one's personal needs, budget, and risk tolerance. During this class she 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?
Personal Finance
Online Registration Unavailable

Personal Finance

$115

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
Online Registration Unavailable

Quickbooks Desktop 2019 Series

$199

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.

 





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