Financial Education

Registration new open for Spring 2015 Classes

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Day Trading Basics

Instructor, Ryan Zielinski
Would you love more freedom, the opportunity for a new start, the chance to work 100% from home, or just some extra spending money?  Do you have an interest in the financial markets but have been too overwhelmed to try trading?  In this class you will gain an understanding of the financial markets by learning how to interpret the actions of Big Money and follow along with them as they trade for financial gain.  Learn to make money trading the right way: by sorting through all the misinformation out there to give you the best start. All you need is a computer and a little starting capital to enter the world of day trading! 
Class meets every Thursday, Feb 26 - Mar 12, 6:00pm-8:00pm, $60

Savvy Women Invest on Purpose

Instructor, Haly Besaw
You’ve spent a lifetime using your strengths as a woman to make smart decisions about life. Isn’t it time to apply those same strengths to managing your money? This workshop will help you learn why your purpose in life should be the foundation of your wealth plan, how to apply your multi-tasking skills to managing your money, and why chemistry is the most important factor when working with a financial advisor.

Meet your Instructor!

Haly Besaw

As a professional woman who has personally experienced life-changing events, Haly provides the inside knowledge and financial know-how to help turn these challenging times into opportunities that will enhance your confidence and outlook for the future. Haly is a FINRA registered representative and holds the Series 7, 31, 66 and carries her Resident Intermediary Individual, Health, Life, Accident & Health, Variable Life/Variable Annuities and Long Term Care insurance licenses. Haly specializes in helping people more eff ectively manage life’s transitional events in a way that enhances their confidence and outlook for the future.


Take Control of Your Healthcare!

Instructor, Chuck Winn
Healthcare doesn’t need to be complicated! Designed for pre-retirees, this workshop will review healthcare expense planning for your retirement and will also assist you in preparing for any uncovered expenses. Determine healthcare decisions that need to be made and what Medicare does and does not cover so that you can be prepared.

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Investing 101

Instructor, Chuck Winn
If you’re wondering what the difference is between saving and investing or between bull or bear markets, this workshop is for you! Investing doesn’t need to be intimidating! Learn basic investment concepts and terminology in a relaxed classroom setting. Learn how easy it is for investment options to create income sources for you. Don’t forget to come with questions!

Estate Planning: A Sensible Approach for Everyday People

Instructor, Chuck Winn
There’s no time like now! Proper planning of your estate will help you safeguard all that you’ve worked so hard to accomplish. Not just for the rich and famous, estate planning is beneficial for everyone! This workshop will help you establish and prioritize your goals in order to minimize the impact of federal estate taxes and ensure that your heirs are taken care of.

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Get the Most out of Your Social Security

Instructor, Chuck Winn
Uncover the mystery behind your Social Security benefits! Does it pay to delay your benefits? What is the effect of earned income on my benefits? How will my benefits be taxed? Get the answers to these questions and more! You’ll leave with an overview of how to better understand Social Security and its role in your retirement planning. This workshop will also provide resources and information to determine the next steps as you prepare to transition into retirement.

Managing the Five Most Common Retirement Risks

Instructor, Chuck Winn
Are you ready for retirement? Get the most out of your retirement savings and create a strategy that will make your savings last. This workshop will help you to learn how to choose a distribution method, create an investment strategy, and to evaluate your income sources. Come and learn how to make the most of your income to ensure a comfortable retirement!

Meet your instructor!

Chuck Winn is passionate about personal finance. With over fifteen years of industry experience, he has the skills to help individuals prepare for the challenges of

Chuck Winn

Where Does All My Money Go? - Online Class!

Ever get frustrated that you never seem to get ahead? Are you and your family constantly arguing about money? Do you ever wonder where your money went last month? Do you have trouble saving money? Do you wish you had financial security? Want to work on paying down your debt but don't know where to find the money?
This course will teach you the very basics of how to get control of your finances rather than letting them control you. It is the help you need before learning about investing, debt elimination, retirement or college planning. There aren't many places that you can go to learn these principles, so take advantage of this opportunity to learn online. Average hours 24, 6 week course. $99

Start Your Own Consulting Practice - Online Class!

Do you have training or knowledge that could be useful to others? Have you ever considered providing consulting services based upon your background? This course is designed to help those who wish to set up a consulting practice get started. You will learn the complete process of starting and operating a consulting practice. The course will begin with surveys and assessments designed to help you pinpoint the best consulting services to offer. The course then progresses into the business start-up process, including issues such as licensing and legalities. You will then develop a complete business plan for their consulting firm that details finances, pricing policies, contracting, and marketing. The course concludes with a discussion of record-keeping and tax concerns. There will also be an online discussion area where you can exchange valuable business ideas and resources with other students and the instructor. The instructor will keep you updated by citing resources such as books, periodicals, and organizations designed to help small businesses. Average hours 24, 6 week course. $99

Creating a Successful Business Plan - Online Class!

Turn your business ideas into a solid plan for financing and long-term success. Committing your idea to paper in the form of a business plan not only increases your chances of obtaining financing, but also in keeping your business strategically focused. With the support of your instructor and a network of like-minded students, you'll work through all of the major components of writing a business plan and emerge with your first draft in hand. And most importantly, you will have completed the first--and most difficult--step on the path to small business success. Average hours 24, 6 week course. $99

Accounting Fundamentals - Online Class!

Demand for accounting professionals currently exceeds supply. If you're interested in increasing your financial awareness while also gaining a marketable skill, this course is for you. You'll learn the basics of double-entry bookkeeping, as well as how to analyze and record financial transactions. You'll get hands-on experience with handling accounts receivable, accounts payable, payroll procedures, sales taxes, and various common banking activities. We'll cover all the bases, from writing checks to preparing an income statement and closing out accounts at the end of each fiscal period. Whether you're a sole proprietor looking to manage your business finances or you simply want to gain an understanding of accounting basics for career advancement or for personal use, this course will give you a solid foundation in financial matters. Average hours 24, 6 week course. $99