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: Don't Let Insurance Stop You from Retiring
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.
Part V: Why Your Investment Portfolio is Broken
Just like a person, your portfolio may look fine on the outside, but inside something may be going terribly wrong. Unfortunately investors rarely discover this until after the damage is done. In this course we will discuss the common devastating errors and flaws seen in most investment portfolios and the academic principles you are able to follow to make sure your portfolio can weather all market conditions.
Online registration for this series begins Monday, November 28, 2022.