W19-04 Advanced Investment Analysis

Starts from: 1/14/2019
9:00 AM - 10:20 AM

$90

Campus Location
OLLI
1050 S. Tuttle Ave. Building 1 Sarasota, FL 34237
COURSE FEATURE
  • Register
    OLLI
  • Course Code
    W19-04
  • Duration
  • School
    OLLI
  • Class Day(s)
    Monday
CLASS DESCRIPTION

(No Class on Jan. 21; Holiday) This course takes you a step beyond dividend and intrinsic value analysis as presented in the “Introduction to Investment Analysis” course. The material in this course will teach you how to analyze the financial history and forecast the future performance of a company by utilizing a series of computer models and Excel programs. We will also discuss how to analyze the performance and management of a portfolio. While participation in the introductory course is helpful, it is not mandatory. The content of both courses is drawn from the instructor’s university-level course on security analysis.

Lauren Rudd, with 40 years of Wall Street experience, is president of Rudd International Asset Management. He is a syndicated newspaper columnist and recognized public speaker. He has a bachelor of science in economics and computer science from the University of Maryland and did graduate work at Wharton (PA) and University of South Florida. Lauren.Rudd@RuddInternational.com

FA18-SCF-65 Financial Literacy for Retirement

Starts from: 10/30/2018
11:00 AM - 12:20 PM

$60.00

Campus Location
OLLI
7131 Professional Pkwy. East Lakewood Ranch, FL 34240
COURSE FEATURE
  • Register
    OLLI
  • Course Code
  • Duration
    3 - weeks
  • School
    OLLI
  • Class Day(s)
    Tuesday
CLASS DESCRIPTION

How do you make sure that your money will last throughout retirement? This course will teach the principles that will ensure you don’t outlive your savings. By the end of this class, you should have an excellent understanding of the risks you face, how to preserve your investments, and how to create a financial plan that enables you to live your lifestyle comfortably and worry-free throughout retirement.

FA18-SCF-68 Opportunities in Today’s Market

Starts from: 10/25/2018
1:00 PM - 2:20 PM

$70.00

Campus Location
OLLI
7131 Professional Pkwy. East Lakewood Ranch, FL 34240
COURSE FEATURE
  • Register
    OLLI
  • Course Code
  • Duration
    4 - weeks
  • School
    OLLI
  • Class Day(s)
    Thursday
CLASS DESCRIPTION

This class will provide a broad look at the current state of today’s financial markets. We will not only address the risks investors face but will also outline opportunities that wealth managers look for when allocating portfolios. Themes to be discussed will include: tax-advantaged investing, investing for income in a low-interest-rate environment, analysis of investor behavior, the benefits of having a financial plan, the state of corporate earnings, and, of course, where to seek opportunities when markets are trading at all-time highs.

FA18-14 A Critical Look at Central Banking

Starts from: 11/6/2018
9:00 AM - 10:20 AM

$45.00

Campus Location
OLLI
1050 S. Tuttle Ave. Building 1 Sarasota, FL 34237
COURSE FEATURE
  • Register
    OLLI
  • Course Code
  • Duration
    2 - weeks
  • School
    OLLI
  • Class Day(s)
    Tuesday
CLASS DESCRIPTION

The central bank of the U.S. is the Federal Reserve System. In this class, the instructor will discuss: Who owns the capital stock of the Federal Reserve Banks? Is the Federal Reserve System a branch of the U.S. government? How do Federal Reserve Banks create money? Do the Federal Reserve Banks act in the best interest of the American taxpayer? What is the difference between a U.S. Treasury Note and a Federal Reserve Note? The instructor will present a critical view of the Federal Reserve System and a monetary reform plan that could eliminate our national debt.

FA18-30 Trending Economic Disruptors

Starts from: 10/10/2018
9:00 AM - 10:20 AM

$90.00

Campus Location
OLLI
1050 S. Tuttle Ave. Building 1 Sarasota, FL 34237
COURSE FEATURE
  • Register
    OLLI
  • Course Code
  • Duration
    6 - weeks
  • School
    OLLI
  • Class Day(s)
    Wednesday
CLASS DESCRIPTION

There are several trends in the business use of technology that could cause major economic disruptions (and hopefully improvements) in industries around the world. This course will be a survey of current and possible future technology-driven economic trends including: on-demand transportation, distributed energy, quantized education, e-commerce, automated health care, decentralized manufacturing, and digital currency.

Quickbooks Plus Cloud-based Accounting for Small Business

Starts from: 10/1/2018

$239

Campus Location
ACE
4748 Beneva Rd
COURSE FEATURE
  • Register
    acesarasota
  • Course Code
    QBO1003
  • Duration
    10 sessions
  • School
    ACE
  • Class Day(s)
    Monday
CLASS DESCRIPTION

If you’re a small business owner, you’re a real “superhero” with the way you consistently deliver a great product or service, keep up with marketing and advertising, and so much more. Yet for many business owners, there’s usually some Kryptonite out there, too. It’s not a glowing green-blue substance from another planet … it’s business-related accounting and money management. QuickBooks Online to the rescue! QBO is a modern, secure, cloud-based accounting program that brings much-needed financial x-ray vision (and other super-useful skills and insights) to business owners of all sizes. No matter what your business, product, or service, QBO is the one must-have cloud-based accounting tool. Learning this skill-set is also a great way to create new employment opportunities for yourself, especially as more and more businesses begin using this type of financial-management software. QBO is the #1 completely cloud-based accounting software. With QBO, you can: • Access your company’s financial data anywhere, anytime. • Use any device: Mac, PC, tablet, or smartphone. • Use any internet browser. QBO desktop apps add speed and power when using desktop/laptop PCs. New navigation in QuickBooks Online: https://www.youtube.com/watch?v=Kk2jKx0Z_Ow Just a small sample of your new QBO’s superpowers!

New Navigation in QuickBooks Online: https://www.youtube.com/watch?v=Kk2jKx0Z_Ow Just a small sample of your new QBO’s superpowers!

Quickbooks Desktop With Bookkeeping

Starts from: 10/4/2018

$239

Campus Location
ACE
4748 Beneva Rd
COURSE FEATURE
  • Register
    acesarasota
  • Course Code
    TQB1001
  • Duration
    10 sessions
  • School
    ACE
  • Class Day(s)
    Thursday
CLASS DESCRIPTION

Learn how to use QuickBooks, the most widely used accounting and bookkeeping system for small businesses. QuickBooks is flexible and easy to use but can be challenging for non-accountants. In this class, students will learn how to: • Set up a company and the chart of accounts properly • Prepare invoices for billing clients • Record cash, check, and credit card payments and make deposits • Collect and pay sales tax • Issue purchase orders • Record vendor bills • Pay outstanding bills • Issue credits and refunds • Reconcile bank accounts • Track inventory items • Make journal entries • Run reports and customize them to your needs • Backup and restore company files • Customize QuickBooks to suit your needs • Export data to Excel The participants in this course should possess basic computer skills including being able to: • Power on the computer and shut down properly after use • Use a mouse to left click, right click, double click, and drag • Open, close, minimize, maximize, and resize windows • Rename and delete files and organize files into folders • Utilize a flash drive to save files and to copy files to or from primary disk storage • Use browsers and search engines to make effective use of the Internet This is a class designed for the beginning QuickBooks user and bookkeeper.

Textbook requirement: QuickBooks 2015: The Best Guide for Small Business / Edition 1 Authors: Bobbi Sandberg and Leslie Capachietti; Published 1/9/2015 by McGraw-Hill Professional Publishing. ISBN: 9780071850230

Available at Barnes and Noble

Quickbooks Plus Cloud-based Accounting for Small Business

Starts from: 10/1/2018

$239

Campus Location
ACE
4748 Beneva Rd
COURSE FEATURE
  • Register
    acesarasota
  • Course Code
    QBO1003
  • Duration
    10 sessions
  • School
    ACE
  • Class Day(s)
    Monday
CLASS DESCRIPTION

If you’re a small business owner, you’re a real “superhero” with the way you consistently deliver a great product or service, keep up with marketing and advertising, and so much more. Yet for many business owners, there’s usually some Kryptonite out there, too. It’s not a glowing green-blue substance from another planet … it’s business-related accounting and money management. QuickBooks Online to the rescue! QBO is a modern, secure, cloud-based accounting program that brings much-needed financial x-ray vision (and other super-useful skills and insights) to business owners of all sizes. No matter what your business, product, or service, QBO is the one must-have cloud-based accounting tool. Learning this skill-set is also a great way to create new employment opportunities for yourself, especially as more and more businesses begin using this type of financial-management software. QBO is the #1 completely cloud-based accounting software. With QBO, you can: • Access your company’s financial data anywhere, anytime. • Use any device: Mac, PC, tablet, or smartphone. • Use any internet browser. QBO desktop apps add speed and power when using desktop/laptop PCs. New navigation in QuickBooks Online: https://www.youtube.com/watch?v=Kk2jKx0Z_Ow Just a small sample of your new QBO’s superpowers!

New Navigation in QuickBooks Online: https://www.youtube.com/watch?v=Kk2jKx0Z_Ow Just a small sample of your new QBO’s superpowers!

Quickbooks Desktop With Bookkeeping

Starts from: 10/4/2018

$239

Campus Location
ACE
4748 Beneva Rd
COURSE FEATURE
  • Register
    acesarasota
  • Course Code
    TQB1001
  • Duration
    10 sessions
  • School
    ACE
  • Class Day(s)
    Thursday
CLASS DESCRIPTION

Learn how to use QuickBooks, the most widely used accounting and bookkeeping system for small businesses. QuickBooks is flexible and easy to use but can be challenging for non-accountants. In this class, students will learn how to: • Set up a company and the chart of accounts properly • Prepare invoices for billing clients • Record cash, check, and credit card payments and make deposits • Collect and pay sales tax • Issue purchase orders • Record vendor bills • Pay outstanding bills • Issue credits and refunds • Reconcile bank accounts • Track inventory items • Make journal entries • Run reports and customize them to your needs • Backup and restore company files • Customize QuickBooks to suit your needs • Export data to Excel The participants in this course should possess basic computer skills including being able to: • Power on the computer and shut down properly after use • Use a mouse to left click, right click, double click, and drag • Open, close, minimize, maximize, and resize windows • Rename and delete files and organize files into folders • Utilize a flash drive to save files and to copy files to or from primary disk storage • Use browsers and search engines to make effective use of the Internet This is a class designed for the beginning QuickBooks user and bookkeeper.

Textbook requirement: QuickBooks 2015: The Best Guide for Small Business / Edition 1 Authors: Bobbi Sandberg and Leslie Capachietti; Published 1/9/2015 by McGraw-Hill Professional Publishing. ISBN: 9780071850230

Available at Barnes and Noble

Taking Advantage of the New Tax Rules

Starts from: 11/13/2018

$25

Campus Location
ACE
4748 Beneva Rd
COURSE FEATURE
  • Register
    acesarasota
  • Course Code
    LLP5001
  • Duration
    1 sessions
  • School
    ACE
  • Class Day(s)
    Tuesday
CLASS DESCRIPTION

Republican lawmakers passed a sweeping tax overhaul in December, 2017. Several of the most anticipated changes — such as a significant increase in the standard deduction and the curtailing of state and local income tax breaks — made the final cut of the bill. Some of the most controversial proposals, like eliminating the medical deduction, were wiped away. In this presentation we’ll discuss the key provisions of the final package and the effect these changes will have on you.

Quickbooks Plus Cloud-based Accounting for Small Business

Starts from: 10/1/2018

$239

Campus Location
ACE
4748 Beneva Rd
COURSE FEATURE
  • Register
    acesarasota
  • Course Code
    QBO1003
  • Duration
    10 sessions
  • School
    ACE
  • Class Day(s)
    Monday
CLASS DESCRIPTION

If you’re a small business owner, you’re a real “superhero” with the way you consistently deliver a great product or service, keep up with marketing and advertising, and so much more. Yet for many business owners, there’s usually some Kryptonite out there, too. It’s not a glowing green-blue substance from another planet … it’s business-related accounting and money management. QuickBooks Online to the rescue! QBO is a modern, secure, cloud-based accounting program that brings much-needed financial x-ray vision (and other super-useful skills and insights) to business owners of all sizes. No matter what your business, product, or service, QBO is the one must-have cloud-based accounting tool. Learning this skill-set is also a great way to create new employment opportunities for yourself, especially as more and more businesses begin using this type of financial-management software. QBO is the #1 completely cloud-based accounting software. With QBO, you can: • Access your company’s financial data anywhere, anytime. • Use any device: Mac, PC, tablet, or smartphone. • Use any internet browser. QBO desktop apps add speed and power when using desktop/laptop PCs. New navigation in QuickBooks Online: https://www.youtube.com/watch?v=Kk2jKx0Z_Ow Just a small sample of your new QBO’s superpowers!

New Navigation in QuickBooks Online: https://www.youtube.com/watch?v=Kk2jKx0Z_Ow Just a small sample of your new QBO’s superpowers!

Quickbooks Desktop With Bookkeeping

Starts from: 10/4/2018

$239

Campus Location
ACE
4748 Beneva Rd
COURSE FEATURE
  • Register
    acesarasota
  • Course Code
    TQB1001
  • Duration
    10 sessions
  • School
    ACE
  • Class Day(s)
    Thursday
CLASS DESCRIPTION

Learn how to use QuickBooks, the most widely used accounting and bookkeeping system for small businesses. QuickBooks is flexible and easy to use but can be challenging for non-accountants. In this class, students will learn how to: • Set up a company and the chart of accounts properly • Prepare invoices for billing clients • Record cash, check, and credit card payments and make deposits • Collect and pay sales tax • Issue purchase orders • Record vendor bills • Pay outstanding bills • Issue credits and refunds • Reconcile bank accounts • Track inventory items • Make journal entries • Run reports and customize them to your needs • Backup and restore company files • Customize QuickBooks to suit your needs • Export data to Excel The participants in this course should possess basic computer skills including being able to: • Power on the computer and shut down properly after use • Use a mouse to left click, right click, double click, and drag • Open, close, minimize, maximize, and resize windows • Rename and delete files and organize files into folders • Utilize a flash drive to save files and to copy files to or from primary disk storage • Use browsers and search engines to make effective use of the Internet This is a class designed for the beginning QuickBooks user and bookkeeper.

Textbook requirement: QuickBooks 2015: The Best Guide for Small Business / Edition 1 Authors: Bobbi Sandberg and Leslie Capachietti; Published 1/9/2015 by McGraw-Hill Professional Publishing. ISBN: 9780071850230

Available at Barnes and Noble

Taking Advantage of the New Tax Rules

Starts from: 11/13/2018

$25

Campus Location
ACE
4748 Beneva Rd
COURSE FEATURE
  • Register
    acesarasota
  • Course Code
    LLP5001
  • Duration
    1 sessions
  • School
    ACE
  • Class Day(s)
    Tuesday
CLASS DESCRIPTION

Republican lawmakers passed a sweeping tax overhaul in December, 2017. Several of the most anticipated changes — such as a significant increase in the standard deduction and the curtailing of state and local income tax breaks — made the final cut of the bill. Some of the most controversial proposals, like eliminating the medical deduction, were wiped away. In this presentation we’ll discuss the key provisions of the final package and the effect these changes will have on you.

Social Security’s Best Kept Secrets

Starts from: 11/26/2018

$25

Campus Location
ACE
4748 Beneva Rd
COURSE FEATURE
  • Register
    acesarasota
  • Course Code
    LLP1002
  • Duration
    1 sessions
  • School
    ACE
  • Class Day(s)
    Monday
CLASS DESCRIPTION

Did you know that there are more than 80 different strategies that a married couple can use to claim their benefits? With Social Security planning, it’s not “one size fits all,” and if you’re not looking into all your options for collecting, you’re probably making an expensive mistake. Don’t be one of the average retirees who leaves potentially thousands of dollars on the table! In this course, you’ll learn the secrets to maximizing your benefits. Whether you’ll be working while collecting, will be retiring in the next few years, or have just recently applied for your benefits, we’ll show you the right claiming strategy for your situation. FEE FOR THIS CLASS IS NONREFUNDABLE.

What students say: “Joe Walsh knows his subject inside and out.” “Well explained and answered questions.”

Selling Your Art Online

Starts from: 12/3/2018

$29

Campus Location
ACE
4748 Beneva Rd
COURSE FEATURE
  • Register
    acesarasota
  • Course Code
    SBA1003
  • Duration
    1 sessions
  • School
    ACE
  • Class Day(s)
    Monday
CLASS DESCRIPTION

There used to be only a few ways to sell your artwork, such as getting into a gallery, selling to friends, and other avenues yielding minimal results. But the world of selling art has changed drastically in the last few years. Learn how to start selling your art online, how to put your best art forward in a presentable manner at art shows, how to start a website to showcase your talents, and much more.

ONE DAY CLASSES ARE NONREFUNDABLE. What students say: “Told great stories – to add more points to her handouts”. “She did a lot of work up front and had a lot of resources”.

Quickbooks Online (QBO) Solutions Forum

Starts from: 12/7/2018

$49

Campus Location
ACE
4748 Beneva Rd
COURSE FEATURE
  • Register
    acesarasota
  • Course Code
    TQB2002
  • Duration
    2 sessions
  • School
    ACE
  • Class Day(s)
    Friday
CLASS DESCRIPTION

Group coaching and consulting facilitated by Laurie Letzo, Advanced Certified QuickBooks ProAdvisor by Intuit. Prerequisite: Prior use of Quickbooks Online – cloud-based Accounting for your business. Prior to 1st session: student will write three issues / questions that they are currently experiencing in QBO within the business. Sharpen your skills and bring your questions / challenges / problems / issues working with QuickBooks Online to the QBO Solutions Forum.

The Many Seasons of Medicare

Starts from: 12/15/2018

$19

Campus Location
ACE
4748 Beneva Rd
COURSE FEATURE
  • Register
    acesarasota
  • Course Code
    deleted
  • Duration
    1 sessions
  • School
    ACE
  • Class Day(s)
    Saturday
CLASS DESCRIPTION

If you are currently on Medicare or soon will be, you are used to your mailbox filling with promotions every fall, and the TV buzzing with ads about “annual enrollment” – but what does it all mean? Actually, there are several periods throughout the year when a beneficiary can enroll or un-enroll in certain types of Medicare plans. In this educational seminar you will learn about these different enrollment periods, what is applicable to you, and learn about important changes that the government is making for this coming “season.”.