8 minute read
BUSINESS & TECHNOLOGY
—CANAN U., ESTATE PLANNING
Advertisement
MEDICARE 101
Elaine Miller | Regional SHINE Program Director, Minuteman Senior 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, 6-8pm. Apr. 28 | $60
OPTIMIZING SOCIAL SECURITY
Sophie Kulas | Financial Professional What do you know about Social Security? This class addresses important questions such as: When should you claim? What if you are self-employed? Is Social Security going bankrupt? When should your spouse claim? Can your children get benefits? Can you get benefits from your ex? What about dependents with disabilities? How will your pension impact you? Come learn about all of these and more from Social Security Analyst, Sophie Kulas. Students will receive a complimentary Social Security analysis to optimize their benefits.
COURSE CODE: OPSS Sec. 01: Tuesday, 6-7pm. Jun. 14 | $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 Wednesdays, 6-7:30pm. Begins Jun. 1 | $145
ESSENTIAL TOOLS FOR FINDING, BUYING, AND KEEPING A HOME
Ken Sazama | Realtor, Sazama Real Estate 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: 2 Wednesdays, 6:30-8pm. Apr. 20 & Apr. 27 | $75
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: 6 Tuesdays, 6-7:30pm. Begins May 3 | $120
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, 11am-1pm. Apr. 23 | $60
OVERVIEW OF INVESTMENT CONCEPTS
Rod Laurenz | Financial Advisor, laurenzfinancial.com
Don’t know the difference between a stock and a bond? Confused about mutual funds and your 401k? We’ll clarify the basic information you need to know about investing, how to ensure you’re properly diversified, and why all your money shouldn’t be in your bank account. You’ll learn the most important concepts you need to make investment decisions and how to avoid common pitfalls.
COURSE CODE: OOIC Sec. 01: 2 Thursdays, 6-7:30pm. May 12 & May 19 | $75
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 a 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, 6-8pm. May 4 | $60
SPENDING, SAVING, AND BUDGETING: DEVELOPING HEALTHY MONEY HABITS
Jimmy Becker | MBA, Yale School of Management This class is for anyone who wants to learn to save more, spend less, and improve your financial decision-making skills. You will learn how to develop healthy and sustainable spending and saving strategies, create and sustain a budget, save for retirement, mix love and money, determine how much insurance you need, and how financial institutions operate.
COURSE CODE: SSAB Sec. 01: Saturday, 2-4pm. Apr. 23 | $60
RETIRING WELL IN A LOW RATE ENVIRONMENT
Rod Laurenz | Financial Advisor, laurenzfinancial.com
This class will discuss strategies, investments, and products to help you achieve your retirement goals at a time when traditional advice may leave you short. Whether you’re preparing for retirement or already living off of your savings, you’ll find ideas that are helpful to novices and experienced investors alike. Topics include asset allocation, alternative investments, tax reduction, and how to implement your plans and avoid common mistakes.
COURSE CODE: REWE Sec. 01: Tuesday, 6-7:30pm. Apr. 19 | $65
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: 2 Wednesdays, 6-8pm. May 11 & May 18 | $85
INTRODUCTION TO SKETCHUP
Steven Santosuosso | Interior Designer SketchUp is a free 3D digital modeling program used by architects, interior designers, product designers, and sculptural artists. 3D rendering can be used for interior design, product visualization, and even 3D printing. We will learn fundamental concepts and techniques, including modeling, inferencing, and styling, to create 3D models of both real life objects and the construction of a 3D birdhouse.
COURSE CODE: SKUP Sec. 01: 2 Saturdays, 1-5pm. Begins May 7 | $120
HOW TO USE YOUR APPLE DEVICE
Marjorie Wein | Wize Guides You have an iPhone or iPad, now use it to its full potential. Learn how to set up WiFi networks, install and organize apps, set up email, and take, edit, and send photos. You’ll learn some of the hidden features that will make using your Apple device more pleasant and productive. Please have your iPhone 6 or newer and/or iPad Air or newer ready to use.
COURSE CODE: SMRT Sec. 01: 3 Thursdays, 3:30-5:30pm. Begins Jun. 2 | $135
YOU MAY ALSO BE INTERESTED IN SMARTPHONE VIDEO STORYTELLING WORKSHOP ON PAGE 41
BASIC WINDOWS SKILLS
Marjorie Wein | Wize Guides You may feel comfortable writing a quick email or searching for a great restaurant but still be mystified by the many other things your computer can do. This class will provide a firm foundation for people new to computers including learning how to manage files and folders, mastering the basics to keep your computer secure and healthy, working with email attachments, and knowing what to do when your kids won’t help you anymore. Students must use their own laptops.
COURSE CODE: WNDO Sec. 01: 2 Thursdays, 3:30-5:30pm. Apr. 21 & Apr. 28 | $99
TRADING EQUITY OPTIONS
Craig Forman | MBA, Professional Trader 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: 4 Wednesdays, 6-8pm. Begins May 4 | $150
Discounted Parking for CCAE Students
We offer discounted parking with validation at the Charles Hotel Garage and the University Place Garage.
Charles Square Garage
Before 3:30pm: First two hours discounted $1 per hour. 3:30pm-1am, Monday through Friday: Purchase a $6 sticker at the CCAE Registration Desk. You will affix it to your parking ticket in lieu of further payment.
University Place Garage
Before 4pm, Monday through Friday: <1 hr = $5 1-5 hrs = $10 You must exit by 2am.
