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Continuing Education > COMMUNITY EDUCATION > Home, Health and Hearth

Community Education Business: Financial   

Learn the basics of preparing for retirement, paying taxes, and preparing for medicare

 

Excel I: Excel in Your World! The Exploration of Spreadsheets (41798)

Presented by:   Mary Simerly

6:00 PM - 8:00 PM Location: ONLINE via Zoom - (link emailed two days prior to class)
3 Th  
10/5/2023 - 10/19/2023 Fee: $69.00

Excel is an amazing, powerhouse program that can be used in many parts of our daily lives! In this introductory class, we will learn how Excel is set up, enter and format data, execute basic formulas, and then get into working with some of the powerful functions available in Excel. Required: Access to MS Office Excel for Windows (version 2016 or higher).

Your cart/receipt might show the following title for this class: Community Education Business: Financial
 

Excel II: Formulas, Conditional Formatting, and Pivot Tables (41799)

Presented by:   Mary Simerly

6:00 PM - 8:00 PM Location: ONLINE via Zoom - (link emailed two days prior to class)
3 Th  
11/2/2023 - 11/16/2023 Fee: $69.00

Continue your Excel journey in the second class in the series and enhance your comfort level when working with data. In this class, we will learn how to work with more functions, sort and filter data, apply conditional formatting, and work with PivotTables. Prerequisite: Excel I or working knowledge of topics covered in Excel 1. Must have access to MS Office Excel for Windows (version 2016 or higher).

Your cart/receipt might show the following title for this class: Community Education Business: Financial
 

Tax Reductions Strategies for IRA Distributions (41819)

Presented by:   Dick Harsin, CPA, CFP®

6:30 PM - 9:00 PM Location: Snoqualmie Hall - 212
1 Th 20000 68th Ave W Lynnwood, WA 98036
10/19/2023 - 10/19/2023 Fee: $39.00

Under the 2019 SECURE ACT the retirement plan distribution rules for beneficiaries have been drastically changed. This workshop will help you understand the various tax reduction strategies available to help you go from forever taxed to never taxed, including charitable planning, Roth conversions, and life insurance. We will also discuss funding strategies from your retirement accounts to provide for the special-needs family member.

Your cart/receipt might show the following title for this class: Community Education Business: Financial
 

Tax & Income Planning Strategies (41820)

Presented by:  Richard Keppler

Class begins in less than 2 business days or is already in session... Please call 425.640.1243 or email comed@edmonds.edu to register.

6:30 PM - 8:30 PM Location: Snoqualmie Hall - 212
2 Th  
9/21/2023 - 9/28/2023 Fee: $49.00

Ready for Retirement? This course focuses on concepts that are important to retirement and explains strategies designed to accomplish objectives such as inflation protection, tax-efficient withdrawals, lifestyle preservation and providing a legacy. Both retirees and pre-retirees will benefit from attending this workshop!

 

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