Business & Technology
“Stephanie [Mandell] is very organized and covered a lot of information that was helpful. I have a better understanding of the necessary steps to take to prepare a plan.” —STUDENT, HOW TO MAKE AN ESTATE PLAN
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. C O U R S E C O D E : S B QA Sec. 01: Saturday, 10am–1pm. Jan. 23 | $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. C O U R S E C O D E : E T SY Sec. 01: Tuesday, 6–9pm. Feb. 2 | $70
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: 5 Tuesdays, 6–7:30pm. Begins Jan. 12 | $120
PUBLIC SPEAKING IN A ZOOM WORLD Rachael Dubinsky | Communications Professional
Zoom has become an important platform to communicate and connect in the midst of this pandemic. How can we effectively craft a clear and concise message in a Zoom world? Join Rachael in this 6-week class and learn how to confidently present in front of the camera. You’ll learn about different types of written content, new digital tools and assets, channels for creativity, and various tactics to create your online community. We’ll also discuss speaking styles from famous and favorite public speakers and influencers. Let’s find your voice in this new normal world. COURSE CODE: SPKZ Sec. 01: 6 Wednesdays, 5:30–7:30pm. Begins Jan. 13 | $180
OVERVIEW OF INVESTMENT CONCEPTS Rod Laurenz | Financial Advisor, laurenzfinancial.com
Don’t know the difference between a stock and a bond? Confused about mutual funds and your 401k? We’ll clarify the basic information you need to know about investing, how to ensure you’re properly diversified, and why all your money shouldn’t be in your bank account. You’ll learn the most important concepts you need to make investment decisions and how to avoid common pitfalls. COURSE CODE: OOIC Sec. 01: 2 Tuesdays, 6–7:30pm. Mar. 2 & 9 | $70
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: Saturday, 1–3pm. Mar. 20 | $50
ccae.org/classes/business-technology
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