Course Catalogue
Although the following is a list of courses currently available, if you are looking to have a specific course taught, please let me know and a customized course can be created.
Note: Where I have the skillset, I teach the class. When I do not, I bring in a professional who teaches the classes.
Estate Planning Series
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A face to face course offered by various municipalities or local organizations (like your library)
Each course is 2 hours in length
Everything you want to know about being or selecting your Executor
- You have agreed to be an executor, what exactly have you agreed to do?
- The role of a professional as executor and financial power of attorney
The Power of Powers of Attorney
- What is the difference between a person with power of attorney and an executor?
- The power behind powers of attorney
The Big Black Book
- Getting your estate information in order. Estate Planning is not just for after death but done while you are living
Death & Taxes
- Death and Taxes – Tax implications now and for your estate upon your death
Getting Connected Social Series
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- How to use your cell phone
- How to use you tablet/ipad
- How to use to Internet in general
- All about Facebook, Pinterest, Instagram
- Frauds and scams – what to be aware of
- Internet Security – understanding security settings and other information
- Internet – browsing search engines like google and finding what you are after
- Internet – how to clear your search history
Computer Series
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- How to use your laptop
- Organizing your information
- Backing up your data
- Managing email
- How to use Microsoft Word
- How to use Microsoft Excel
- How to use Microsoft Powerpoint
Pictures, Pictures, Pictures
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- Getting all those pictures off your phone or tablet and put elsewhere
- Getting your pictures organized
- Getting your pictures printed
- Getting your pictures from email, facebook and other websites (Like ancestry)
Money Management Series
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- You don’t know what you’ve got till it’s gone – where does the money go? A 4 part series 4 – 2 hours sessions over the period of 6 weeks. (Known as the Budget in a Baggie Series)
- Internet Banking – do not be afraid, it’s great!
- Managing and protecting your assets
- Planning for possible loss of independence
- Planning for your future housing needs
- Live long and prosper, do not outlive your money
- Financial abuse and steps you can put in place to avoid it