How to Develop a Business Plan (25SG)

Develop and initial draft of a business plan. Develop an operational plan Develop a personal plan Develop a marketing plan Forecast sales, revenue and expenses Develop a cash flow projection Develop a budget Use the initial draft to determine the feasibility of your business idea Four ( 4 ) sessions, Monday through Thursday mornings or evenings. Class size limited to fifteen ( 15...

Financial Wellness (24FL)

This is a class that has been very popular in the past. It is an overall financial wellness class that covers many areas of your personal finances such as social security, retirement planning, budgeting, and strategies to deal with your overall financial success. Bring your questions with anything related to your financial wellness. Two ( 2 ) sessions, Tuesday and Wednesday mornings or evenings. Class size limited to fifteen ( 15...

Becoming a Notary & Everyday Notary Challenges (24FL)

This class provides interactive, instructor-led education which offers training on the notary appointment process, what is a notary, identifying your customers, notary equipment and notary acts. This hands-on workshop provides tips, techniques and training to help you protect yourself from common mistakes that leave notaries open to possible litigation or fines. Please note the class does not include the cost of your supplies or the fees required to become a notary. It covers the classroom portion needed to qualify to become a notary. One ( 1 ) session, Thursday. Class size limited to fifteen ( 15...

How to Start & Run a Small Business (24FL)

Great opportunity to learn during this four-day workshop with instructor Scott Williams who has helped many USW members get their small businesses up and running with his expertise and knowledge. Planning before starting is an important step toward operating a successful business. Many students have said to Scott that they wish they would have taken this course before starting a business. This is an introductory course that teaches the basics of starting any type of small business. This course will focus on licenses/permits, location, deductible expenses, insurance, recordkeeping, and legal decisions. After you have taken this class, you will clearly understand what is required to start a small business. Spouses are welcome to attend. Students can switch class times during the four days of classes and you are not required to attend every day. This is a workshop opportunity with open class times being made available for those who want to work directly with Scott in person. Four ( 4 ) sessions, Monday through Thursday mornings or evenings. Class size limited to fifteen ( 15...

Retirement Income Primer (24SG)

What Happens After the Paychecks Stop? For investors who are thinking about retiring or who have retired recently. This presentation will explore how to create a retirement plan. Participants will learn how to budget for retirement expenses, potential sources of retirement income, and potential risks to a retirement plan such as health care expenses and inflation. One ( 1 ) session, Tuesday or Thursday morning. Class size limited to thirty ( 30...
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