Business & Money Matters   

When working with social media, many people often ask:

“How do I make my profile stand out?”

“How do I make posts that get engagement?”

“How do I gain followers?”

Instagram has become a powerful and affordable platform to tackle these issues faced by small businesses and individuals alike. In this class, Liz breaks down the answers to these questions in an easy-to-understand format and a friendly, welcoming atmosphere. You’ll learn practical tips and proven strategies that you can start using immediately. This class is perfect for local business owners, artists, start-ups, nonprofits, real estate agents, and anyone who wants to learn how to use Instagram more effectively.

You will learn to:

• Set up your profile
• Connect and engage with your clients by creating content they want
• Gain followers organically
• Use hashtags effectively

If you have not updated your estate plan to keep pace with changes to the estate tax laws, you may end up paying far more than necessary. Do you want to avoid estate taxes legally and prevent nursing home costs from depleting your family assets? Do you want to know what the current administration may do? Are you concerned about your estate being diverted to a child’s spouse? Do you want to minimize probate costs and delays for your heirs? In this workshop, attorney Neil Lubarsky will explain how to pass assets to children free of estate tax, protect your home and other assets from future nursing home costs, ensure that money intended for your children and grandchildren does not pass inadvertently to in-laws and others, and avoid problems from arising when your will is probated.

In this course, we will discuss two goals relating to estate planning. The first is managing your assets during your lifetime. Wealth management is at the heart of a sound financial program. The second goal, and one of the main focuses of this course, is helping you make arrangements for the prompt and intended distribution of our assets upon your death. We will discuss wills, trusts, powers of attorney, and other important documents.

This course provides an overview of life insurance essentials, discussing different policy types, coverage determination, policy management, and the application process. We will also discuss how to effectively incorporate life insurance into financial strategies, ensuring long-term security and success.

 

 

Policy Types Covered:

• Term Life Insurance
• Whole Life Insurance
• Universal Life Insurance
• Variable Universal Life Insurance

Turn your business idea into a solid plan with this two-part course on business modeling. In Part 1, you’ll articulate what makes your business unique and appealing to customers, identify your ideal customer segments, and conduct market research to ensure a strong foundation. In Part 2, you’ll explore financial planning, revenue models, and key business strategies to help bring your idea to life. Whether launching a new venture or improving an existing one, this course will give you practical tools to build a sustainable business.

An executor wears many hats: administrator, custodian, investor, accountant, and a person with legal expertise. An executor administers and settles a decedent’s estate, beginning with the probate of a decedent’s will, then marshaling assets, identifying claims of creditors, exercising discretion over the management and control of assets, complying with state and Federal law, accounting, tax management and distribution of assets. We will explore the intricacies of estate administration and discuss the fiduciary duties and liability an executor assumes.

 

Retirement planning is a complex process. With so many decisions to be made and factors to consider, you want to make the right decisions to reach your retirement goals. In this informative class, you will review the best options and strategies that make up a comprehensive retirement income plan and how Social Security benefits, pension benefits, taxes, and long-term care are coordinated.

How do you create wealth to use now and in the future? Whether you are just starting out, getting ready to send children to college, planning for retirement, or just want to understand all investing options, this class is for you. We will cover the basics of stocks, bonds, ETFs (exchange-traded funds), and mutual funds and the principles of investing successfully. In this brief overview, we will compare and contrast the risks and rewards of each method of investing, what to take into account when deciding which is best for you, how to get started in investing, and how to best diversify your portfolio to manage risk. Over the course of the two weeks, we will discuss current market conditions and have time for questions and discussion. This course is for educational purposes only and is not meant as individual financial advice.