9 minute read
BUSINESS & TECHNOLOGY
—PATRICIA A., EXCEL FORMULAS
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SMALL BUSINESS ESSENTIALS: 20 THINGS YOU NEED TO KNOW
Joe Carreiro | Small Business Consultant You know you have a great product; how do you turn it into a successful business? Success in small business is about the small and large decisions you make . Choosing the type of entity you should be, opening bank accounts, keeping track of income and expenses, employees, payroll, and taxes: we’ll make sense of it all . Join us to learn the ins and outs of starting a business and, if you have already started, how to get yourself on the right track .
COURSE CODE: SBQA Sec. 01: Saturday, 10am-1pm. Apr. 24 | $75
TELECOMMUTING AND WORKING IN THE CLOUD
Jason Rich | Author, Entrepreneur, jasonrich.com Discover strategies for successfully working from home, setting up a highly functional home office, and communicating effectively with coworkers using online collaboration and video calling tools . This class will help you become more organized and master what it takes to be a highly productive remote worker, regardless of your occupation . You’ll also learn how to avoid some of the biggest mistakes and time wasters made by people working from home, and learn how to adjust workflows and processes to make the most out of them on all devices including PCs, Macs, tablets, or smartphones .
COURSE CODE: CLOU Sec. 01: Thursday, 6-9pm. May 6 | $70
BUILD A SUCCESSFUL ONLINE CRAFTS STORE WITH ETSY
Jason Rich | Author, Entrepreneur, jasonrich.com Whether you have great products, creative arts, or handmade crafts and jewelry, turning them into a money-making business on Etsy can help you generate extra cash and transform your favorite hobby into a full-time career . You’ll learn how to get started, evaluate your products, develop a business plan for growth, market to buyers on Etsy, and attract new customers . The class is based on Jason’s book, Start Your Own Etsy Business, available on Entrepreneur Press .
COURSE CODE: ETSY Sec. 01: Thursday, 6-9pm. Apr. 29 | $70
SELF-PUBLISH YOUR OWN (COOK) BOOK
Ashwini Ramanisankar | Cookbook Author, Cooking Instructor If you have a plan to have your own published book and become an author, this class is for you . Ashwini who is a self-published cookbook author will guide you the process of publishing your own book from scratch . It doesn’t need to be a cookbook . This class is good for any type of books you have in mind . We’ll also talk about kindle eBook publishing and a print process . You’ll learn about formats, outlines, and potential costs including the graphics without hiring an agency . We’ll also talk about pricing and potential revenues of publishing a book .
COURSE CODE: CKBK Sec. 01: Tuesday, 6-8pm. May 4 | $50
YOU MAY BE INTERESTED IN RAPID RECALL FOR SALESPEOPLE ON PAGE 44
FINANCIAL PLANNING WORKSHOP
Sophie Kulas | Financial Professional Money is rarely taught at home or in schools . Some people can work hard to make money for an entire career but still retire broke . Maybe we do not have much money because we do not know much about it. This workshop will help you manage your personal finance. We’ll cover various topics including cash flow, debt management, financial strategies, contingency plans, and retirement plans .
COURSE CODE: FNNC Sec. 01: 5 Tuesdays, 6-7:30pm. Begins Apr. 6 | $120
MONEY MANAGEMENT
James Tierney | Business Development Manager, East Cambridge Savings Bank Learn how to better manage your finances from Industry professional, James Tierney . James will walk you through strategies on saving and discuss best practices to better manage your own financial situation. Topics to be covered include managing income and expenses, successful budgeting, and maintaining positive cash flow. Money management may seem simple but it’s a process of planning and takes commitment .
COURSE CODE: MONY Sec. 01: Wednesday, 6-7:30pm. Apr. 21 | $50
Jimmy Becker | MBA, Yale School of Management This class is for anyone who has a financial advisor or is considering hiring one. You will learn a specific approach to select, evaluate, and compensate a financial advisor; this includes how to determine their suitability, competency, performance, and fiduciary commitment. You will also learn the various models by which financial advisors are compensated and which is the most suitable, least conflicted, and least costly .
COURSE CODE: ECFA Sec. 01: Saturday, 11am-12pm. May 22 | $35
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DEBT MANAGEMENT
James Tierney | Business Development Manager, East Cambridge Savings Bank Whether you’ve borrowed money from creditors through credit cards, personal loans, or even a mortgage, we all share one thing in common—everyone wants to get out of debt as fast as they can . Sometimes, without the right strategy in place, it can feel like there’s no light at the end of the tunnel . In this online interactive class with Industry professional, James Tierney, you’ll learn about understanding credit, responsible borrowing and best practices for successful debt management .
COURSE CODE: DEBT Sec. 01: Wednesday, 6-7:30pm. May 5 | $50
ESSENTIAL TOOLS FOR FINDING, BUYING, AND KEEPING A HOME
Jamie Keefe | Realtor, jamiekeefere.com Whether it’s a condo or a single-family house, learn to be an informed buyer and knowledgeably hire trade professionals to maintain or improve the property . We’ll discuss how to critically examine and compare properties, review essential questions to ask the seller/agent, and outline the purchasing timeline and action items . You’ll learn about the home inspection process, how to choose a building contractor, and the importance of clear contracts when engaging their services for your new home .
COURSE CODE: FBKH Sec. 01: Saturday, 9:30am-12:30pm. May 1 | $70
TRADING EQUITY OPTIONS
Craig Forman | MBA, Professional Trader, Personal Portfolio Manager Trading in equity options has exploded in recent years due to low commissions, excellent free trading tools, and the emergence of weekly options . We’ll explain how options work, how to trade them, and how to use them to control risk and enhance returns . You will learn strategies for naked options, option spreads, and stock/option combinations . We will also explore risk management, volatility, and adjustments . For beginning and seasoned investors who want to add options to their trading toolset .
COURSE CODE: TRWO Sec. 01: Tuesday, 5:30-7:30pm. Apr. 27 | $130
FINANCIAL PLANNING DURING RETIREMENT
Jimmy Becker | MBA, Yale School of Management This class is for anyone already retired or planning to do so in the next few years . You will learn about investment strategy and determining how much risk to take, which assets to draw down first, the importance of minimizing fees, Social Security claiming strategies, the role of annuities, a safe level of spending, reverse mortgages, Medicare surcharges, and whether long-term care insurance makes sense .
COURSE CODE: FPRE Sec. 01: Saturday, 1-3pm. May 22 | $50
SAVING FOR RETIREMENT
Jimmy Becker | MBA, Yale School of Management This class is for adults of all ages who want to learn how to achieve a financially secure retirement. You will learn about different retirement plan structures (401ks and IRAs, Roth versus Traditional), Social Security, annuities, how much you need to save, different saving strategies, how and where to invest your savings, understanding investment risks, and the importance of minimizing fees .
COURSE CODE: SAVR Sec. 01: Saturday, 10am-12pm.Jun. 12 | $50
YOUR MEDICARE ABCDS
Elaine Miller | Regional SHINE Program Director, Minuteman Senior Services Are you eligible for Medicare? Do you know the costs of Medicare and the types of services it covers? Do you know when to enroll to prevent permanent premium increase penalties? We will cover these topics as they apply to Medicare Part A (hospital coverage), Part B (medical coverage), Part C (Medicare Advantage), and Part D (drug coverage) . We’ll discuss how having employer-sponsored insurance coverage after retirement impacts your Medicare choices and whether you should consider enrolling in a Medigap supplemental insurance plan .
COURSE CODE: ABCD Sec. 01: Thursday, 5:30-7:30pm. May 20 | $50
HOW TO MAKE AN ESTATE PLAN
Stephanie Mandell | Attorney We all know that everyone should have a will, and yet many of us put this off. This class will motivate you to organize your assets and create an estate plan, including documents that can assist in case of incapacity . You will receive an introduction to the common terms and options, including how to specify personal representatives (formerly called “executors”) and guardians in a will and the differences between wills and trusts . You will also get tips for estate planning that go beyond the legalese found in estate documents .
COURSE CODE: ESTP Sec. 01: Sunday, 2-4pm. May 2 | $50
INTRODUCTION TO EXCEL: PART 1
Karen Carone | Manager of Data and Analytics This is an intensive introduction to Excel for people who want to be able to use this spreadsheet program effectively in home or office procedures . You will learn to enter and edit data, use basic calculations, apply formatting, and design and use simple spreadsheets . Participants can expect to take away with them spreadsheets that they have designed that may be put to work immediately in their office or home. Students need to know how to download files from your email . If not, please take basic window skills before this class . Please have your Mac or PC with Excel 2007 or newer installed .
COURSE CODE: EXPC Sec. 01: 3 Tuesdays, 6-7:30pm. Begins Apr. 6 | $145
INTRODUCTION TO EXCEL: PART 2
Karen Carone | Manager of Data and Analytics Think Excel is just for storing tables? Think again . This class is designed to be a follow-up to our Introduction to Excel class, and will help you take your basic Microsoft Excel skills to the next level . You will learn how to manipulate and analyze data, write your own formulas, use Pivot tables, create charts, and more . You will learn to write your own Excel formulas that will help make you more valuable at work and in the job search . Please have your Mac or PC with Excel 2007 or newer installed .
COURSE CODE: EXPW Sec. 01: 3 Tuesdays, 6-7:30pm. Begins May 4 | $125
COMPUTER SECURITY FOR HOME AND SMALL BUSINESS USERS
Vadim Droznin | CEO Q.E.D. Systems, Inc. This class is intended to educate students about the latest IoT (Internet of Things) security practices . It starts with basic introduction about past and current computer and network threats . You will learn how to defend and protect your home and business computers, networks, mobile devices, and other IoT against cyber threats . We will discuss protection against Viruses, Malware, Ransomware, SPAM, and others . Students will learn how to create complex passwords and protect their personal Wi-Fi and important data .
COURSE CODE: CSEC Sec. 01: Wednesday, 5:30-7:30pm. May 26 | $50
INTRODUCTION TO WORDPRESS
Ben Vivante | Web Developer, vivante.us WordPress is one of the most easy-to-use blogging and content-management systems available . You can build almost anything from a personal or business website to everything in between . Join us for a quick overview of this powerful software . You will learn the ins-andouts of WordPress so you can begin building your site today! Please have your own web-ready laptop or computer .
COURSE CODE: WRDP Sec. 01: 5 Mondays, 6-7:30pm. Begins Apr. 5 | $150
