Finance - Business and Personal - Spring

Which Term? When registering online, you need to know which term your class is in. Here is how to tell: Spring classes have a -0 in the course code (e.g., ART C79-04). Summer classes have a -3 in the course code (e.g., ART C79-31). In addition, Spring CRN numbers begin with 4, (e.g., CRN 42081). Summer CRN numbers begin with 5 (e.g., CRN 50543). Please do not  put two terms on the same registration form! e.g: Spring and Summer. 

Estate Planning

Financial Investing

Financial Markets and Services

Retirement Planning

Tax Planning

ESTATE PLANNING SERIES

These classes are taught in a way that non-lawyers can understand by Keith B. Baker, J.D., CPA, an experienced attorney. The series is designed for non-tax attorneys. No senior discounts apply.

Estate Planning

ESTATE PLANNING 101               Fee: $25
Most people neither understand estate planning nor have an estate plan in place. What happens in the event of an injury, disability, or death? What burden do these events place on your loved ones? You might be surprised as to who can be assigned to make medical decisions, pay bills, and receive assets upon death. Don’t join the ranks of those who think, “Everything will work out,” or that estate planning is only for wealthy people.
BUS B54-01, MAINE E, 1 Tue., 2/21, 6-7:45 pm, Baker  - CRN 40268

ESTATE PLANNING TECHNIQUES –
BEYOND THE BASICS                        Fee: $25
Even if you’ve already arranged for a final will and power of attorney for health care and property, there are still ways to save money, carry out your wishes, and reduce the burden on your loved ones. Having a will does not automatically protect you from probate. Learn how to take control, avoid probate, and save your heirs thousands of dollars in taxes.
BUS B55-01, MAINE E, 1 Tue., 2/28, 6-7:45 pm, Baker  - CRN 40269

A PARENT’S GUIDE TO ESTATE PLANNING
FOR THEIR YOUNG CHILDREN                     Fee: $25
Parents want to protect their children—regardless of their ages. However, after age 18, the parents’ ability to protect their children is limited. Even if the parents have an estate plan, they rarely consider one for their young adult children. Find out ways that parents can continue to protect their adult children (and grandchildren).
BUS B57-01, MAINE E, 1 Tue., 3/6, 6-7:45 pm, Baker - CRN 40270

A CHILD’S GUIDE: ESTATE PLANNING
FOR THEIR AGING PARENTS                        Fee: $25
Who is responsible for expenses and other affairs if your parents have not done proper estate planning? Did you know that if your parents become disabled without proper documentation, the probate court must declare them “disabled” before heirs can get access to funds to pay bills and make decisions about lifestyle and medical care? Find out how to avoid the costly hassle of attorneys, taxes, and probate court.
BUS B58-01, MAINE E, 1 Tue., 3/6, 8-9:45 pm, Baker - CRN 40271

ESTATE PLANNING FOR THE LGBT COMMUNITY     Fee: $25
Estate planning is important for everyone, regardless of their age, race, religion, or sexual orientation. However, members of the lesbian, gay, bisexual, and transgender communities often face additional hurdles in making sure that their wishes are honored in the event of disability or death. With proper estate planning, members of the LGBT community can make their wishes legally enforceable rather than mere suggestions.
BUS B59-01, MAINE E, 1 Tue., 3/13, 6-7:45 pm, Baker -  CRN 40272

PROTECTING YOUR PETS THROUGH
ESTATE PLANNING                                 Fee: $25
While many people love and cherish their pets just as they would a child, few make arrangements for the care and protection of their pets in the event of their disability or death. Protect your pets by properly designating who will care for them. Take advantage of provision and fund management and special pet trust techniques.
BUS B60-01, MAINE E, 1 Tue., 4/3, 6-7:45 pm, Baker  - CRN 40273

ESTATE PLANNING IN UNCERTAIN TIMES    Fee: $25
Does your estate plan make sense in a changing economy? Most people rarely look at their planning documents once they’ve been established—but things change. Marriages, births, deaths, and other changes in laws and asset values may cause you to reevaluate the plans you put in place five, 10, or even more years ago.
BUS B66-01, MAINE E, 1 Tue., 4/10, 6-7:45 pm, Baker - CRN 40274

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Financial Investing

BUDGETING IN A TOUGH ECONOMY    Fee: $25
In a tough economy it can be difficult to stay on a budget. Learn how to build a realistic spending plan that can put you in control of your day-to-day finances. This class is for general educational purposes only; no specific financial advice will be provided. No senior discount.
FIN E17-01, GLPD, 1 Mon., 3/12, 6:30-8:30 pm, Pucci - CRN 40661
FIN E17-02, GLBRK S, 1 Thu., 4/19, 6:30-8:30 pm, Pucci - CRN 40662

UNDERSTANDING WALL STREET    Fee: $80
You will receive practical information in an easy-to-understand format. Learn investment jargon, security types, different objectives and methods of investing. Risk and investment goal planning for college and retirement costs will be covered. Participants also learn how to understand financial news, stock research and annual reports.
FIN E06-01, GLBRK S, 3 Thu., 1/12, 7-9 pm, Spillane - CRN 40316
FIN E06-02, OC/SK, 3 Wed., 3/14, 7-9 pm, Spillane - CRN 40317

ILLUSIONS AND REALITIES:
DEBUNKING FINANCIAL MYTHS      Fee: $30
Take a closer look at common financial “truths” and explore whether or not they hold up under scrutiny. Are they illusion or reality? How will the answers impact your own investing, retirement, and financial management? Spouses welcome to attend at no additional charge. Course taught by Charles Schmitz, a financial planner and investment advisor specializing in retirement issues. No senior discount.
FIN E30-01, GLBRK S, 1 Tue., 2/28, 7-9 pm, Schmitz - CRN 41408
 
SENSIBLE APPROACH TO ESTATE PLANNING    Fee: $25
Familiarize yourself with the basics of estate planning. We’ll cover probate, the various functions of trusts and wills, and investments designed to transfer assets with tax efficiency. No senior discount.
FIN E44-01, GLBRK S, 1 Tue., 2/21, 7-8:30 pm - CRN 40032

INTRODUCTION TO STOCK                 Fee: $114
OPTIONS (ONLINE)     In-district seniors: $75
Take advantage of the down market, and get prepared for the better times as well! Learn how to evaluate, buy, sell, and profit with investment tools that were once thought to be only for the pros. This course will teach you how to protect your portfolio and profit in a down market, an up market, and a flat market. Learn to leverage your investment.
FIN E22-300, 1/18-3/9 - CRN 41254
FIN E22-301, 2/15-4/6 - CRN 41255
FIN E22-302, 3/21-5/11 - CRN 41256
FIN E22-303, 4/18-6/8 - CRN 41257

STOCKS, BONDS AND INVESTING,     Fee: $114
OH MY! (ONLINE)             In-district seniors: $75
This course will teach you how to open an online brokerage account, use financial search engines, inspect stock exchanges, follow Wall Street regulators, browse company financial reports, perform financial analysis, conduct research, choose investments and select a broker. Requirements: Adobe Flash Player and Adobe Reader (download for free from www.adobe.com/downloads).
FIN E07-300, 1/18-3/9 - CRN 41250
FIN E07-301, 2/15-4/6 - CRN 41251
FIN E07-302, 3/21-5/11 - CRN 41252
FIN E07-303, 4/18-6/8 - CRN 41253

PROTECT YOUR MONEY, CREDIT               Fee: $114
AND IDENTITY (ONLINE)    In-district seniors: $75
Do you worry about identity theft or losing your money to scammers? Are you Feeling threatened by abusive debt collectors or predatory lenders? If so, this class can help. Find out how to protect yourself against credit card fraud, Internet scams, and real estate “dirty tricks.” You’ll also learn how to make debt collectors and credit card companies’ play by the rules. Course taught by Neal Bevans, former assistant district attorney.
FIN E31-300, 1/18-3/9 - CRN 41258
FIN E31-301, 2/15-4/6 - CRN 41259
FIN E31-302, 3/21-5/11 - CRN 41260
FIN E31-303, 4/18-6/8 - CRN 41261

BUSINESS FINANCE FOR  NON-FINANCIAL        Fee: $114
PERSONNEL  (ONLINE)                     In-district seniors: $75
Position yourself to be more confident in your business and financial decisions! Using practical explanations and real-life examples, this course will show you how money flows through a typical business. Whether you're an employee, sales executive, supervisor, or manager, this course will help you understand basic financial information and use that information to make decisions that will positively affect your company's financial situation.
BUB A41-302, 3/21 - 5/11 - CRN 41825
BUB A41-303, 4/18 - 6/8 - CRN 41826

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Financial Markets and Services

 Courses marked with an asterisk (*) may be taken as noncredit or credit classes. Different fees and requirements apply for the credit version of any course. For questions regarding a college credit class, contact Tracy Fulce at 847-376-7803 or tfulce@oakton.edu.
 
PERSONAL FINANCE*    Fee: $273
Course presents overview of personal and family financial planning. Topics focus on financial record-keeping, planning ones spending, consumer credit, tax planning, making buying decisions, purchasing insurance, selecting investments, and retirement and estate planning. Supplemental lab work required.
FIN E01-C01, OC/SK, 14 Mon., 1/23, 6:30-10 pm - CRN 40772

SECURITIES TRADING*    Fee: $273
Learn the fundamentals and history of the securities markets, the economic role of securities trading in society, rules that govern securities trading and regulatory agencies. Study the organization and operation of security exchanges. Supplemental work required. A required textbook (approx. $60) is available in the bookstore.
FIN A02-C01, OC/DP, 14 Wed., 2/1, 7-9:50 pm - CRN 40769

PRINCIPLES OF FUNDAMENTAL ANALYSIS*    Fee: $273
Course studies use of fundamental analysis in commodity and securities price forecasting. Content includes supply and demand, price cycles, forecasting of prices and research methods.
FIN A03-C01, OC/DP, 12 Mon., 2/6, 6:30-10 pm - CRN 40770

PRINCIPLES OF TECHNICAL ANALYSIS*    Fee: $273
The use of technical analysis in commodity and securities price forecasting will be studied. Chart analysis of price movements and related technical factors are included. The construction, interpretation, and application of charts to determine positions are emphasized. Trends, support, and resistance levels and pattern identification are explored. A required textbook is available in the bookstore.
FIN A05-C01, OC/DP, 14 Tue., 1/31, 7-9:50 pm - CRN 40771

INTRODUCTION TO COMMODITY
FUTURES TRADING*                                       Fee: $273
Learn the fundamentals and history of commodity futures trading, the economic role of commodity trading in society, rules that govern exchange trading, regulatory agencies, and the organization and operation of the commodity futures exchanges. Supplemental work will be required. A required textbook (approx. $85) is available in the bookstore.
FIN A01-C01, OC/DP, 14 Mon., 1/23, 6:30-9:20 pm - CRN 40768

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Retirement Planning

LONG TERM CARE: A FAMILY AFFAIR    Fee: $25
Similar to life insurance, long term care insurance protects your loved ones—as well as your assets. In this workshop we’ll learn the definition of long term care; consider its providers and costs; funding options; and what LTC coverage is offered by Medicare and Medicaid. No senior discount.
FIN E45-01, GLBRK S, 1 Tue., 2/14, 7-8:30 pm, Walsh -  CRN 40033
FIN E45-02, GLBRK S, 1 Tue., 3/6, 7-8:30 pm, Walsh -  CRN 40034
FIN E45-03, MAINE E, 1 Tue., 4/3, 7-8:30 pm, Walsh - CRN 40035

RETIREMENT PLANNING TODAY™     Fee: listed with section
Learn how to integrate your finances and retirement goals to create a personal retirement income plan. From retirement roadblocks to estate planning, this course will help you get ready for the time when savings, pensions, and social security will need to replace your job. No senior discount. Pay for yourself and bring a non-paying guest; but you and guest must register at the same time.
FIN E02-01, OC/DP, 2 Sat., 1/28, 9 am-12 pm, Goldstein, $36 - CRN 40447
FIN E02-03, MAINE E, 2 Tue., 1/31, 6:30-9 pm, Goldstein, $36 - CRN 40449
FIN E02-05, ETHS, 2 Thu., 2/9, 6:30-9 pm, Goldstein, $36 - CRN 40451
FIN E02-07, OC/DP, 2 Sat., 2/18, 9 am-12 pm, Goldstein, $36 - CRN 40453
FIN E02-09, GLBRK S, 3 Thu., 3/1, 6:30-9 pm, Richards, $45 - CRN 40308
FIN E02-11, GLBRK S, 3 Tue., 2/28, 6:30-9 pm, Richards, $45 - CRN 40310
FIN E02-13, MAINE E, 2 Thu., 3/15, 6:30-9 pm, Goldstein, $36 - CRN 40455
FIN E02-15, OC/DP, 2 Sat., 3/24, 9 am-12 pm, Goldstein, $36 - CRN 40457
FIN E02-17, NILES N, 3 Mon., 4/2, 6:30-9 pm, Richards, $45  - CRN 40312
FIN E02-19, NILES N, 3 Wed., 4/11, 6:30-9 pm, Richards, $45 - CRN 40314

RETIREMENT PLANNING AND INVESTING     Fee: $30
Take control of your retirement! A solid, organized retirement plan can help ensure that your money lasts a lifetime. Review the steps for creating your own plan, get answers to frequently asked questions, and learn more about major risks and significant mistakes concerning retirement finances. Spouses welcome to attend at no additional charge. Course taught by Charles Schmitz, a financial planner and investment advisor specializing in retirement issues. No senior discount.
FIN E25-01, NILES N, 1 Wed., 2/15, 7-9 pm, Schmitz - CRN 40318
FIN E25-02, GLBRK S, 1 Tue., 2/28, 7-9 pm, Schmitz - CRN 40319

RETIREMENT REALITY CHECK     Fee: $25
Have you established retirement goals? Where are you today relative to these goals? What income do you expect to have in retirement? What is your annual spending goal? What is the gap between your retirement income and your spending goal? How will you determine what assets to use to make up the difference? This workshop will assist you in planning for retirement. No senior discount.
FIN E42-01, GLBRK S, 1 Tue., 2/7, 7- 8:30 pm, Walsh - CRN 40028
FIN E42-02, GLBRK S, 1 Tue., 2/28, 7- 8:30 pm, Walsh - CRN 40029
FIN E42-03, MAINE E, 1 Tue., 3/20, 7- 8:30 pm, Walsh - CRN 40030
FIN E42-04, GLPD, 1 Thu., 4/19, 1-2:30 pm, Walsh - CRN 40031

RETIREMENT WORKSHOP:                             Fee: $78
YOUR SOURCE FOR FINANCIAL EDUCATION
Retirement is more than investments alone! This workshop will focus on investment principles, the most common retirement concerns, insurance, and how to ensure that your estate is in good order. Make sure that you are (and will continue to be) in control of your financial situation.
FIN E14-01, GLBRK S, 4 Tue., 4/17, 7-8:30 pm - CRN 40027

SOCIAL SECURITY PLANNING FOR BOOMERS:
WHAT EVERYONE NEEDS TO KNOW               Fee: $20
As you approach retirement, you’ll make many decisions. Many of those decisions are final and irreversible. Are you confident you’ll make the right decision? Social Security could pay out as much as $1.2 million over your lifetime. It makes sense to treat this resource as a significant asset. Learn to make decisions that will maximize the benefit that you and your spouse receive. Instructor Rita Brown is a Certified Financial Planner, Chartered Life Underwriter, and Certified Wealth Strategist. No senior discount.
FIN E39-01, NILES N, 1 Mon., 2/27, 7-9 pm, Brown -  CRN 40149
FIN E39-02, GLBRK S, 1 Tue., 3/13, 7-9 pm, Brown -  CRN 40150
FIN E39-03, NILES N, 1 Mon., 4/16, 7-9 pm, Brown - CRN 40151
FIN E39-04, GLBRK S, 1 Tue., 5/8, 7-9 pm, Brown - CRN 40152

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Tax Planning

The following classes are taught in a way that non-lawyers can understand by Keith B. Baker, J.D., CPA, an experienced attorney. These courses are designed for non-tax attorneys.

TAX PLANNING FOR LLCs    Fee: $25
Do you know there are special tax-planning opportunities and pitfalls for LLCs that do not exist for corporations, partnerships, or sole proprietors? Even professionals can find themselves confused by the tax aspects of LLCs. Come learn a wide variety of ways to reduce your income tax and tax risks while operating your LLC. No senior discount.
BUS B97-01, GLBRK S, 1 Thu., 3/1, 6-7:45 pm, Baker - CRN 40276

SIMPLE TAX PLANNING FOR INDIVIDUALS    Fee: $25
There are many simple and inexpensive ways for average taxpayers to reduce their income tax and tax risks. Due to the size and complexity of tax laws, however, most people don’t even know where to start. This course offers many recommendations. No senior discount.
BUS E01-01, GLBRK S, 1 Thu., 3/8, 6-7:45 pm, Baker - CRN 40277

ADVANCED TAX PLANNING FOR INDIVIDUALS    Fee: $25
Many taxpayers require advanced tax planning, but don’t know where to start. Get the knowledge needed to save money and reduce risks in a simple and understandable way. No senior discount.
BUS E02-01, GLBRK S, 1 Thu., 3/8, 8-9:45 pm, Baker - CRN 40278

TAX TIPS AND TRAPS FOR BUSINESS OWNERS    Fee: $25
Does your business pay more income tax than necessary? What about tax risks? Come learn a variety of ways to reduce both your income tax and tax risks. No senior discount.
BUS E03-01, GLBRK S, 1 Thu., 3/15, 6-7:45 pm, Baker - CRN 40279

TAX PLANNING FOR CORPORATIONS      Fee: $25
Do you operate your business as a corporation and still Feel your taxes are too high? Do you understand how S-class corporations are taxed differently from C-class corporations? Come learn how to reduce income tax and tax risks while operating a corporation. No senior discount.
BUS E06-01, GLBRK S, 1 Thu., 3/22, 6-7:45 pm, Baker  - CRN 40280

ATTENTION  TAX  PREPARERS !

See you in the Fall!

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