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: Fall 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, Fall CRN numbers begin with 6, (e.g., CRN 62081). 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

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.

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. No senior discount.
BUS B54-01, GLBRK S, 1 Thu, 4/7, 6-7:45 pm, Baker  - CRN 40410


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. No senior discount.
BUS B55-01, GLBRK S, 1 Thu, 4/14, 6-7:45 pm, Baker -  CRN 40411


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. No senior discount.
BUS B66-01, GLBRK S, 1 Thu, 4/21, 6-7:45 pm, Baker -  CRN 40718


A PARENT’S GUIDE: ESTATE PLANNING             Fee: $25
FOR THEIR YOUNG ADULT CHILDREN
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). No senior discount.
BUS B57-01, GLBRK S, 1 Thu, 4/28, 6-7:45 pm, Baker  - CRN 41452


A CHILD’S GUIDE: ESTATE PLANNING               Fee: $25
FOR THEIR AGING PARENTS
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. No senior discount.
BUS B58-01, GLBRK S, 1 Thu, 4/28, 8-9:45 pm, Baker  - CRN 40413


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. No senior discount.
BUS B59-01, GLBRK S, 1 Thu, 5/5, 6-7:45 pm, Baker -  CRN 40414


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. No senior discount.
BUS B60-01, GLBRK S, 1 Thu, 5/5, 8-9:45 pm, Baker -  CRN 40415

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Financial Investing

THE INVESTMENT PROCESS                  Fee: $30
There are so many choices and so many decisions to be made in investing. This class outlines the investment process, covering these choices and the decision process used by professionals to arrive at a quality portfolio. The instructor, Charles Schmitz, is a financial planner and investment advisor, specializing in retirement issues. He recommends that spouses attend if possible (at no additional charge). No senior discount.
FIN E41-01, NILES N, 1 Mon., 3/14, 7-9 pm, Schmitz,     CRN 40084

REAL ESTATE INVESTING                                         Fee: $109
(ONLINE)                                     IN-DISTRICT SENIORS: $70
Want to invest in real estate but have no money and no idea where to start? In this course, we’ll demystify the technical aspects of acquiring and profiting from property. We’ll explore how to find, finance, and negotiate a deal, how to invest in lease options, foreclosures, quick flips, rehabs, and mobile homes. And most important, you’ll finish up the course with a specific game plan tailored to your individual investing goals that will put you well on your way to finding your first (or next) deal. Requirements: Adobe Flash Player and Adobe Reader (download for free from www.adobe.com/downloads).
REL E07-300, 1/19-3/11  -   CRN 41023
REL E07-301, 2/16-4/8    -   CRN 41024
REL E07-302, 3/16-5/6    -   CRN 41025
REL E07-303, 4/20-6/10   -  CRN 41026


REAL ESTATE INVESTING II: FINANCING                 Fee: $109
YOUR PROPERTY (ONLINE)                 In-district Seniors: $70
Discover the tools professional investors use to crunch numbers and analyze potential deals. Find out how you can easily perform real estate investment calculations – even if you’re allergic to math – using pre-designed Microsoft Excel worksheets that calculate investment returns, mortgage amortization, cash flow forecasting, and many other functions! You’ll also learn how credit affects your borrowing power and what you can do to improve it, how various loan products can help you reach your investment goals, and how to maximize your profits with potent tax benefits. Recommended: “Real Estate Investing” online course. Requirements: Adobe Flash Player and Adobe Reader (download for free from www.adobe.com/downloads).
REL E11-300, 1/19-3/11   -  CRN 41027
REL E11-301, 2/16-4/8     -  CRN 41028
REL E11-302, 3/16-5/6     -  CRN 41029
REL E11-303, 4/20-6/10   -  CRN 41030


INTRODUCTION TO STOCK                                      Fee: $109
OPTIONS (ONLINE)                         In-district Seniors: $70
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, 1/19-3/11  -  CRN 40956
FIN E22-301, 2/16-4/8    -  CRN 40957
FIN E22-302, 3/16-5/6    -  CRN 40958
FIN E22-303, 4/20-6/10  -  CRN 40959


STOCKS, BONDS AND INVESTING,                      Fee: $109
OH MY (ONLINE)                             In-District Seniors: $70
Do you want to learn how to use the Internet to make sound and knowledgeable online investment decisions? 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, 1/19-3/11    - CRN 40950
FIN E07-301, 2/16-4/8      - CRN 40953
FIN E07-302, 3/16-5/6      - CRN 40954
FIN E07-303, 4/20-6/10    - CRN 40955

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Financial Markets and Services

*Courses may also be taken for college credit. Contact Tracy Fulce at 847-376-7803 or tfulce@oakton.edu for
more information.

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., 1/31, 6 :30-9 :20 pm -  CRN 41144


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, 2/9, 7-9:50 pm  - CRN 41145


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, 2/14, 6:30-10 pm -  CRN 41147


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., 2/8, 7-9:50 pm - CRN 41148


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, 7 Mon., 3/28, 6:30-10:15 pm  - CRN 41149


PERSONAL FINANCE                                                       Fee: $109
(ONLINE)                                                   In-district Seniors: $70
Do you have clear financial goals? Do you know if you have enough money to buy a car or house? Can you afford to take a pay cut at work in order to go back to school? Do you have enough insurance? Will you have enough money to retire? If you don’t know the answers to these questions, this course provides a lifetime of worthwhile, personal financial planning. The tools you will learn are useful, realistic, and easy to work into your regular routine. Take control of your financial choices, and increase your financial security. Requirements: Adobe Flash Player and Adobe Reader (download for free from www.adobe.com/downloads).
FIN E01-300, 1/19-3/11  -   CRN 40935
FIN E01-301, 2/16-4/8    -   CRN 40937
FIN E01-302, 3/16-5/6    -   CRN 40938
FIN E01-303, 4/20-6/10  -   CRN 40947


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., 2/8, 7-9:50 pm  - CRN 41148

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Retirement Planning

THE BASICS OF LIFE INSURANCE                                 Fee: $25
Life insurance can be a key ingredient in a well-rounded financial strategy. Learn the importance of the life insurance, the different types of available policies, and why policy review is vital. No senior discount.
FIN E46-01, MAINE E, 1 Tue., 5/17, 7-8:30 pm, Walsh -  CRN 40091
FIN E46-02, GLBRK S, 1 Tue., 3/22, 7-8:30 pm,, Walsh -  CRN 40092
FIN E46-03, GLBRK S, 1 Tue., 4/19, 7-8:30 pm,, Walsh  - CRN 41442


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, MAINE E, 1 Tue., 5/10, 7-8:30 pm, Walsh -  CRN 40088
FIN E45-02, GLBRK S, 1 Tue., 3/15, 7-8:30 pm, Walsh -  CRN 40089
FIN E45-03, GLBRK S, 1 Tue., 4/12, 7-8:30 pm, Walsh  - CRN 40090


RETIREMENT PLANNING AND INVESTING                   Fee: $30
This class will first cover frequently asked questions, major risks, and significant mistakes of retirement planning. Then we will discuss the steps of creating an orderly retirement plan. We will explore how questions can be answered, how to avoid risks and mistakes, and how it can let you take control with the aim of making your money last a lifetime. The instructor, Charles Schmitz, is a financial planner and investment advisor, specializing in retirement issues. He recommends that spouses attend if possible (at no additional charge). No senior discount.
FIN E51-01, NILES N, 1 Wed., 2/16, 7-9 pm, Schmitz,  -  CRN 40113


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, MAINE E, 1 Tue., 5/3, 7-8:30 pm, Walsh -  CRN 40085
FIN E42-02, GLBRK S, 1 Tue., 3/8, 7-8:30 pm, Walsh -  CRN 40086
FIN E42-03, GLBRK S, 1 Tue., 4/5, 7-8:30 pm, Walsh -  CRN 40087


RETIREMENT PLANNING TODAY™                                 Fee: $45
Learn how to integrate your finances with your goals and values to create an early retirement plan. Learn new tax law changes; how to allocate assets within an employer retirement plan; five investment strategies to minimize risks and maximize returns; and the right questions to ask when evaluating insurance coverage. No senior discount.
FIN E02-01, MAINE E, 3 Thu, 1/27, 6:30-9 pm, Goldstein -  CRN 41620
FIN E02-02, MAINE E, 3 Tue., 2/1, 6:30-9 pm, Goldstein -  CRN 40081
FIN E02-03, GLBRK S, 3 Tue., 2/8, 6:30-9 pm, Richards  - CRN 40076
FIN E02-04, GLBRK S, 3 Thu, 2/24, 6:30-9 pm, Richards  - CRN 40077
FIN E02-05, ETHS, 3 Tue., 3/8, 6:30-9 pm, Goldstein -  CRN 40083
FIN E02-06, ETHS, 3 Thu, 3/17, 6:30-9 pm, Goldstein  - CRN 40082
FIN E02-07, NILES N, 3 Wed., 4/6, 6:30-9 pm, Richards -  CRN 40078
FIN E02-08, NILES W, 3 Thu, 4/14, 6:30-9 pm, Richards -  CRN 40079


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., 3/14, 7-9 pm, Brown -  CRN 40075

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Tax Planning

New!
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.

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, MAINE E, 1 Thu, 1/13, 6-7:45 pm, Baker -  CRN 41448
BUS E01-02, OC/SK, 1 Mon, 3/14, 6-7:45 pm, Baker  - CRN 41449


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, MAINE E, 1 Thu, 1/13, 8-9:45 pm, Baker  - CRN 40429
BUS E02-02, OC/SK, 1 Tue., 3/15, 6-7:45 pm, Baker  - CRN 40430


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, MAINE E, 1 Thu, 1/20, 6-7:45 pm, Baker -  CRN 40431
BUS E03-02, OC/SK, 1 Wed, 3/16, 6-7:45 pm, Baker -  CRN 40432


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, MAINE E, 1 Thu, 1/27, 6-7:45 pm, Baker - CRN 40433
BUS E06-02, OC/SK, 1 Thu, 3/17, 6-7:45 pm, Baker -  CRN 40434


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, MAINE E, 1 Thu, 2/3, 6-7:45 pm, Baker -  CRN 40435
BUS B97-02, OC/SK, 1 Fri, 3/18, 6-7:45 pm, Baker -  CRN 40436

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