Business & Money Matters   

Are you interested in learning how entrepreneurs use Instagram to gain new customers? Join Social Media Manager Jessica Grunenberg as she teaches you how to best utilize Instagram's professional account feature to develop an efficient social media strategy for your business. This class will cover the technical features of Instagram, as well as ideas for content that your customers will actually want to engage with. You'll learn how to increase followers, the best times to post, and tips on everything from hashtags to handling comments.  Please join this class with your business's Instagram account and Facebook page already created. 

Please be sure to register by the day before the class at the latest. You will receive an invitation email with a link to join the Zoom meeting. Click here for a tutorial on how to join a Zoom meeting.

Cryptocurrency is a developing worldwide asset class. During this beginner's information session, you will learn about Bitcoin, as well as a few altcoins, and get a general overview of blockchain technology. If you have ever been curious about this new technology, this class will provide a building block for future research.  It will also give an overview of the language and vocabulary that is needed to begin this journey. Please note: This is not a class for financial advice.
 

Retirement planning is a complex process, which has become of increasing importance due to the Covid-19 pandemic. 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, such as Social Security benefits, pension benefits, taxes, and long-term care.  Please note: The course will include a review of the Secure Act rules, implemented in January of 2020, and the important effects on your retirement income planning.

Wills, Powers of Attorney, Health Care Proxies and Living Wills: what are they and why are they important? What happens if you don't have a will? While not pleasant to think about, having a will and related documents can save your family from future difficulties. Understanding what to include, how to prepare and what the terms mean will make the process easier.

Learn how to legally avoid estate taxes and nursing home costs and keep family assets from ending up in unwanted hands, while maintaining control of your assets. You will be taught what needs to be done in order to pass assets to children free of estate tax, how you can protect your home and other assets from future nursing home costs and how you can avoid giving extended family members unwanted access to your assets.

Whether you're one, five or more years from retirement...single, divorced, or a couple...Social Security represents a key element of your financial plan. Now the decision is even more complicated by the highly uncertain outlook for the economy, jobs and financial markets due to the Covid-19 pandemic. Understanding when and how to take your benefits will impact the maximum benefit you are entitled to, and affect your total retirement income strategy. This class reviews the best options and strategies for maximizing income for couples and singles, addressing issues of timing, health, work status and investments such as retirement plans and annuities. It is also helpful to those who have already started taking benefits, to make sure they are receiving the maximum allowed.

Have you been named the executor of an estate? This course explains the legal authority and duties of an executor and describes filing for probate in the Surrogate's Court, locating beneficiaries, inventorying assets, paying debts, spousal rights, distributions under the will, and general administration, including for intestate (no will) estates. Learn about your responsibilities and commission, and avoiding pitfalls.

 

How many people expect to need long-term care one day? It’s not surprising that few of us do, because it’s hard to face the fact that our health might decline. But statistics suggest that the risk is greater than we think. More than half of us will need some type of long-term care services during our lifetimes, at some point after we reach age 65.  In this course we will answer the following questions:

1. What is long-term care?
2. What are the ways you can plan for a long-term care event?
3. What are the ways you can pay for the care you will need?