Who is this for?: 18+
Fees: $5.00 for All 4 Classes
Day: Wednesdays
Date: June 22, June 29, July 6 & July 13
Time: 6:30-7:30 PM
Location: 240 Algoma Blvd, Community Room. Enter east facing doors
When is this offered?: Both Summer and School Year

Investing 101 (4 part series)

In this course we will use a 10,000 foot overview to check out the world of investing, explaining what some of the basic theories of investing are, the common tools and strategies available to most investors, and a "Who's Who" of professionals who work in this industry.

Part I:  What is Your House Really Worth?

For many of us, our homes are our biggest asset.  Wouldn't it be nice to know what it's really worth in today's crazy housing market?  We will touch on the things that will maintain or increase the value of your home, and the tools you can use to best assess its value.

Part II:  Taxes for the Solopreneur & Businesses

The Great Resignation of 2021 resulted in hundreds of thousands of newly self-employed individuals.  Business owners and self-employed face one common issue:  taxes.  Whether you're in it for yourself, with a partner, or have employees, you'll soon discover that taxes create inefficiencies your business operations.  Take this course to realize how planning and proper accounting can help you reduce taxes, keep cash in your business, and save for retirement.

Part III:  Estate Planning 101

Attorney Joseph McCleer of McCleer Law Office discusses the basics of wills, revocable living trusts, probate, and beneficiary designations.  Learn how a well-crafted estate plan can serve your family for generations!

Part IV:  Insuring it All

With all the chagnes that have happened with health insurance in the last years, let an expert in the field guide you to the right choice for you!  There are options for those who want to retire early or even for those wanting to start their own business, but health insurance is holding them back.  Come learn al the options available as well as what all this "tax credit" stuff means.