BUSINESS & FINANCE
INVESTING THE TASTY TRADE WAY: STRATEGIES FOR NOVICES AND PROS ALIKE
BUILDING A STRONG FINANCIAL FOUNDATION IN YOUR 20S AND 30S
Craig Forman MBA, Tasty Trade Enthusiast
Annie Pauler Finance Enthusiast
There is so much information available to investors today that it’s difficult to feel confident with any particular strategy, which can leave us feeling paralyzed with no real plan. Join us for an introduction to the basic principles used by Tasty Trade, a free internet-based financial talk show which strives to empower individual investors to manage their personal portfolios using proven strategies. We will concentrate on how to use stock options, futures, and futures options in strategies that reduce risk and increase probability of profit.
Talking about money now could keep you from worrying about it later. Taking the time now to learn some basic fundamentals can go a long way in making you financially savvy. This easyto-understand program will help you build a strong financial foundation and make sense of investing. You’ll learn some of the basics about saving, credit and debt management.
NEW
NEW
COURSE CODE: BSTR
Sec. 01: 2 Mondays, 5:30-7:30pm. Begins Apr. 27 | $85
COURSE CODE: TST Y
Sec. 01: 4 Tuesdays, 3-5pm. Begins Mar. 31 | $145 Sec. 02: 4 Tuesdays, 7:45-9:45pm. Begins May 5 | $145
HOW TO SELECT A MONEY MANAGER Michael McCarthy Founder, MMR McCarthy Market Research Making your savings grow takes hard work and savvy, and sometimes, an expert in your corner. But how do you find a money manager that fits your needs? Don’t be taken in by soothing words and shiny track records; let a pro share the questions to ask, red flags to look for, and candid guidelines you should follow to read between the lines while interviewing a money manager. COURSE CODE: MOMA
Sec. 01: Thursday, 7:45-9:45pm. May 21 | $35
FINE-TUNING YOUR FINANCIAL ASSETS Stephen Batzell CFA, Principal, Abacus Financial Advisors This course encompasses the essential elements for creating, maintaining and increasing wealth through a disciplined approach to investing. We will examine asset allocation investor preferences and the implementation of successful portfolio strategies with taxable and tax-deferred accounts (401k, 403b, Traditional IRAs and Roth IRAs). This is not a course for beginners. Students are expected to know the fundamentals of investing and have active portfolios. Class participants are expected to share personal investment insights and experiences. C O U R S E C O D E : F T FA
Sec. 01: 5 Mondays, 6-7:30pm. Begins Apr. 13 | $120
GLOBAL INVESTING Mimi Locke Financial Analyst Learn about investing in international Markets: developed, developing, emerging, and frontier Markets. Learn why it’s important to move beyond a “home bias” investing mentality. This course is for people who already have a basic understanding of capital Markets.
REAL ESTATE INVESTMENT 101 Eric Berke Real Estate Developer Have you ever dreamed of investing in real estate? Growing your own portfolio of multifamily properties is a great way to build wealth and achieve financial security. Join us for an exciting introduction to real estate investment in a Q&A format. You’ll learn where to look for property; how to analyze it, finance it, manage it, and convert it to condos. Determine whether real estate investment is right for you. COURSE CODE: REIN
Sec. 01: Sunday, 1-4pm. May 3 | $70
HOW TO SELL YOUR HOME Jeremy Richman, Real Estate Agent & Teacher Get tips on successfully selling your home in today’s economic landscape. Hear the latest intelligence on the local real estate Market. Learn how to prepare your home for sale and what turns buyers on and off. Consider the advantages of working with a realtor versus selling the home yourself. Understand the various steps of the selling process, from sprucing up your property to the final closing. NEW
COURSE CODE: SELL
Sec. 01: Sunday, 1-3:30pm. Apr. 26 | $68
HOW TO BUY A CONDO AND WHY IT MAKES SENSE FOR YOU Lauren Holleran, Lisa May Real Estate Agents Are you interested in purchasing a condominium but uncertain about the process? Join a veteran realtor to learn about the lifecycle of a condominium purchase, from the beginning of the search to the handing over of the keys. Guest speakers will include an attorney and an inspector. You will emerge confident and ready to tackle the real estate Market! COURSE CODE: CNDO
Sec. 01: 3 Wednesdays, 6-7:30pm. Begins May 20 | $100
COURSE CODE: GBIN
Sec. 01: 4 Wednesdays, 6-7:30pm. Begins Apr. 29 | $120
UNDERSTANDING MUTUAL FUNDS AND ETFS Mimi Locke Financial Analyst
ESSENTIAL TOOLS FOR FINDING, BUYING, AND KEEPING A HOME Sally Wetzler Home Inspector/Contractor
COURSE CODE: MFUN
Whether it’s a condo or a single-family house, learn how to become an informed buyer, and knowledgeably hire reputable 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 and 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.
Sec. 01: 3 Wednesdays, 7:45-9:15pm. Begins Apr. 29 | $85
COURSE CODE: FBKH
Has the mutual fund boom gone bust for you? Are you wondering where all the positive returns went and how these “safe” investments could fall so far so fast? Are you afraid to ever invest again? Now is the time to take action. We’ll take you back to the basics on mutual fund investing and give you the tools to start making the right choices today. This class will give you the mental firepower to confidently invest for the future.
Sec. 01: Saturday, 9:30am-12:30pm. May 30 | $68 REGISTER ONLINE AT CCAE .ORG OR CALL 617. 547.6789
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