10 minute read
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.”
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. COURSE CODE: SBQA Sec. 01: Saturday, 10am–1pm. Jan. 23 | $70
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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. COURSE CODE: ETSY 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.
—STUDENT, HOW TO MAKE AN
SMALL BUSINESS ESSENTIALS: 20 THINGS YOU NEED TO KNOW
ESTATE PLAN
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
Jimmy Becker | MBA, Yale School of Management This class is for anyone who has a financial advisor or is considering hiring one.You will learn a specific approach to select, evaluate, and compensate a financial advisor; this includes how to determine their suitability, competency, performance, and fiduciary commitment. You will also learn the various models by which financial advisors are compensated and which is the most suitable, least conflicted, and least costly.
COURSE CODE: ECFA Sec. 01: Saturday, 11am–12pm. Mar. 6 | $35
ESSENTIAL TOOLS FOR FINDING, BUYING, AND KEEPING A HOME
Jamie Keefe | Realtor, jamiekeefere.com
Whether it’s a condo or a single-family house, learn to be an informed buyer and knowledgeably hire trade professionals to maintain or improve the property. We’ll discuss how to critically examine and compare properties, review essential questions to ask the seller/agent, and outline the purchasing timeline and action items. You’ll learn about the home inspection process, how to choose a building contractor, and the importance of clear contracts when engaging their services for your new home.
COURSE CODE: FBKH Sec. 01: Saturday, 9:30am–12:30pm. Jan. 30 | $70
TRADING EQUITY OPTIONS
Craig Forman | MBA, Professional Trader, Personal Portfolio Manager Trading in equity options has exploded in recent years due to low commissions, excellent free trading tools, and the emergence of weekly options. We’ll explain how options work, how to trade them, and how to use them to control risk and enhance returns. You will learn strategies for naked options, option spreads, and stock/option combinations. We will also explore risk management, volatility, and adjustments. For beginning and seasoned investors who want to add options to their trading toolset.
COURSE CODE: TRWO Sec. 01: 4 Tuesdays, 5:30–7:30pm. Begins Feb. 23 | $130
FINANCIAL PLANNING DURING RETIREMENT
Jimmy Becker | MBA, Yale School of Management This class is for anyone already retired or planning to do so in the next few years. You will learn about investment strategy and determining how much risk to take, which assets to draw down first, the importance of minimizing fees, Social Security claiming strategies, the role of annuities, a safe level of spending, reverse mortgages, Medicare surcharges, and whether long-term care insurance makes sense.
COURSE CODE: FPRE Sec. 01: Saturday, 1–3pm. Mar. 6 | $50
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To learn more about how you can support CCAE’s programs, visit ccae.org/support.
YOUR MEDICARE ABCDS
Elaine Miller | Regional SHINE Program Director, Minuteman Senior Services Are you eligible for Medicare? Do you know the costs of Medicare and the types of services it covers? Do you know when to enroll to prevent permanent premium increase penalties? We will cover these topics as they apply to Medicare Part A (hospital coverage), Part B (medical coverage), Part C (Medicare Advantage), and Part D (drug coverage). We’ll discuss how having employer-sponsored insurance coverage after retirement impacts your Medicare choices and whether you should consider enrolling in a Medigap supplemental insurance plan.
COURSE CODE: ABCD Sec. 01: Thursday, 5:30–7:30pm. Begins Feb. 25 | $50
HOW TO MAKE AN ESTATE PLAN
Stephanie Mandell | Attorney We all know that everyone should have a will, and yet many of us put this off. This class will motivate you to organize your assets and create an estate plan, including documents that can assist in case of incapacity. You will receive an introduction to the common terms and options, including how to specify personal representatives (formerly called “executors”) and guardians in a will and the differences between wills and trusts. You will also get tips for estate planning that go beyond the legalese found in estate documents.
COURSE CODE: ESTP Sec. 01: Sunday, 2–4pm. Mar. 7 | $50
INTRODUCTION TO EXCEL: PART 1
Karen Carone | Manager of Data and Analytics This is an intensive introduction to Excel for people who want to be able to use this spreadsheet program effectively in home or office procedures. You will learn to enter and edit data, use basic calculations, apply formatting, and design and use simple spreadsheets. Participants can expect to take away with them spreadsheets that they have designed that may be put to work immediately in their office or home. Students need to know how to download files from your email. If not, please take basic window skills before this class. Please bring your Mac or PC laptop with Excel 2007 or newer installed.
COURSE CODE: EXPC Sec. 01: 3 Tuesdays, 6–7:30pm. Begins Jan. 26 | $145
INTRODUCTION TO EXCEL: PART 2
Karen Carone | Manager of Data and Analytics Think Excel is just for storing tables? Think again. This class is designed to be a follow-up to our Introduction to Excel class, and will help you take your basic Microsoft Excel skills to the next level.You will learn how to manipulate and analyze data, write your own formulas, use Pivot tables, create charts, and more. Learn skills that will make you more valuable at work or in the job search. This class is taught on Microsoft Excel 2013 but is relevant to users of Excel 2007 and up. Please bring your own laptop.
COURSE CODE: EXPW Sec. 01: Tuesday, 6–7:30pm. Feb. 23 | $125
EXCEL FORMULAS
Karen Carone | Manager of Data and Analytics Take your Excel prowess to the next level. In this workshop, you will learn to write your own Excel formulas that will help make you more valuable at work and in the job search. Ideal for students who are comfortable with basic tasks in Excel and are ready to kick it up a notch. Please bring your Mac or PC laptop with Excel 2007 or newer installed.
COURSE CODE: EXPF Sec. 01: Tuesday, 6–9pm. Mar. 23 | $80
HOW TO AVOID IDENTITY THEFT
David Rooks | MBA, Bentley University
Identity Theft is one of the most common and potentially devastating types of fraud, impacting over 15 million people every year. In this class, you’ll learn about the different types of ID Theft, how to recognize them, and specific actions you can take to protect yourself. We’ll also review the steps to follow should your identity be stolen.
COURSE CODE: IDSC Sec. 01: Wednesday, 5:30–7:33pm. Mar. 10 | $50
COMPUTER SECURITY FOR HOME AND SMALL BUSINESS USERS
Vadim Droznin | CEO Q.E.D. Systems, Inc. This class is intended to educate students about the latest IoT (Internet of Things) security practices. It starts with basic introduction about past and current computer and network threats. You will learn how to defend and protect your home and business computers, networks, mobile devices, and other IoT against cyber threats. We will discuss protection against Viruses, Malware, Ransomware, SPAM, and others. Students will learn how to create complex passwords and protect their personal Wi-Fi and important data.
COURSE CODE: CSEC Sec. 01: Wednesday, 5:30–7:30pm. Mar. 3 | $50
INTRODUCTION TO MAILCHIMP
Elizabeth Cerda | Design and Communications Specialist You’ll learn how to use MailChimp to generate email campaigns for your organization, website, or business. We’ll learn how to set up email campaigns, create lists, segments, groups and tags. We’ll discuss best practices for maintaining a healthy subscriber list and conducting effective email campaigns to maintain an engaged audience. We’ll learn about MailChimp’s wonderful data reporting features and integrations with other popular software. Finally, we’ll briefly discuss alternative email marketing platforms.
COURSE CODE: MCPB Sec. 01: Wednesday, 6–8:30pm. Feb. 24 | $55
YOU MAY BE INTERESTED IN DIGITAL FOUNDATIONS: ADOBE PHOTOSHOP, INDESIGN, AND ILLUSTRATOR ON PAGE 36
INTRODUCTION TO SKETCHUP
Steven Santosuosso | Interior Designer SketchUp is a free 3D digital modeling program used by architects, interior designers, product designers, and sculptural artists. 3D rendering can be used for interior design, product visualization, and even 3D printing. We will learn fundamental concepts and techniques, including modeling, inferencing, and styling, to create 3D models of both real life objects and the construction of a 3D birdhouse.
COURSE CODE: SKUP Sec. 01: 3 Thursdays, 6–7:30pm. Begins Mar. 4 | $100
INTRODUCTION TO WORDPRESS
Ben Vivante | Web Developer, vivante.us WordPress is one of the most easy-to-use blogging and content-management systems available. You can build almost anything from a personal or business website to everything in between. Join us for a quick overview of this powerful software. You will learn the ins-andouts of WordPress so you can begin building your site today! Basic computer skills and Internet literacy are required. Bring your own web-ready laptop.
COURSE CODE: WRDP Sec. 01: 5 Mondays, 6–7:30pm. Begins Jan. 25 | $150
Recycled Paper Printing, Inc.
Design complete design services for both print and web
Printing digital, offset and large format
Mailing mailing, kitting, fulfillment
Online Storefronts branded online storefronts for automated ordering
Promotional Materials promotional and trade show materials
37 Whitcomb Street, Waltham, MA 02453 Phone: 617-737-9911 www.recycledpaper.com
