BUSINESS & TECHNOLOGY

“Jimmy was organized and presented the material in a clear, concise way that a lay person could understand.”

—ELEANOR A., FINANCIAL PLANNING DURING RETIREMENT

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. Jul. 24 | $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. Jun. 24 | $65

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: Tuesday, 6-7:30pm. Jun. 22 | $100

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: Wednesday, 5:30-7:30pm. Jul. 28 | $50

TEACHING YOUR CHILDREN FINANCIAL LITERACY

Jimmy Becker | MBA, Yale School of Management This class is for parents who want to learn how to develop their teenage and pre-teen children’s financial literacy and related decision-making skills. You will learn how to guide your kids to create good spending and saving habits, responsibly manage credit cards and student loans, work with financial institutions, and consider a Roth IRA when they have earned income. Lastly, we’ll discuss how to talk with your kids about money .

COURSE CODE: KDFN Sec. 01: Wednesday, 6-7pm. Jun. 23 | $35

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. Jun. 26 | $70

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. Aug. 19 | $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. Jul. 18 | $50

INTRODUCTION TO MAILCHIMP

Elizabeth Cerda | Design and Communications Specialist You’ll learn how to use MailChimp to generate email campaigns for your organization, website, or business. We’ll learn how to set up email campaigns, create lists, segments, groups and tags. We’ll discuss best practices for maintaining a healthy subscriber list and conducting effective email campaigns to maintain an engaged audience. We’ll learn about MailChimp’s wonderful data reporting features and integrations with other popular software. Finally, we’ll briefly discuss alternative email marketing platforms .

COURSE CODE: MCPB Sec. 01: Wednesday, 6-8:30pm. Jun. 30 | $65

Support Lifelong Learning

To learn more about how you can support CCAE’s programs, visit ccae.org/support.