XPM 1000

Basic Investments

Have you ever wished that someone would explain how investments work in such a way that anyone could understand? This class is for the novice investor who needs finance explained on a basic level. Try it, you'll like it!

$50.00

XPM 1001

Advanced Investments

Two class session for those beyond the basics. We evaluate stocks, bonds, mutual funds, also study economic drivers, types of risks and allocation methods will be discussed. Bring calculator to class.

$30.00

XPM 1002

Secular Stock Market Cycles: Disappointing Performance

Buy and hold investing does not work. Market timing does not work. What does work in Secular Stock Market Cycles? Learn simple investment strategies most stockbrokers will not share with their clients.

$25.00

XPM 1004

Retirement Reality Check

Do you have enough to retire? For those in a five-year window before or after retirement, methods that worked for accumulation stage may not be helpful in distribution phase. Workbook provided.

$25.00

XPM 1005

Soon To Retire

Getting close to retirement? Concerned you are forgetting something important to plan for? Come and learn the things you can do in preparation for retirement. We will discuss Social Security, health insurance, IRA distributions and techniques for early retirement.

$20.00

XPM 1006

10 Classic Retirement Income Investments

Each investment alternative will be dissected to illustrate its strengths and limitations and its proper integration into a typical retirement income portfolio. Emphasis will be placed on understanding the balance between risk and reward while illustrating conservative wealth protection and enhancement technique.

$25.00

XPM 1007

How to Choose a Financial Planner

Will your financial consultant be a true adviser or salesperson? Are they offering unbiased advice? Learn the facts about the financial planning industry and how to find qualified financial counsel.

$25.00

XPM 1010

Tax Free Investing Workshop

Would you settle for 75 cents on the dollar? Tax free investments are available that put your whole dollar to work. Imagine how much more you could save for the future with tax free investments.

$25.00

XPM 1011

Creating Financial Freedom for Women

Why women need to be financially savvy. You will learn the three challenges to women's financial freedom and the steps it will take to make you financially free for life.

$25.00

XPM 1012

Soon To Retire

Getting close to retirement? Concerned you are forgetting something important to plan for? Come and learn about the things you can do in preparation for retirement. We will discuss social security, health insurance, IRA distributions and techniques for early retirement.

$25.00

XPM 1015

Annunties and Your Retirement-Step by Step Guide

Need guaranteed income for retirement? Worrid about running out of money and inflation? We will address retirement risk by providing guaranteed income no matter how long you live. Join us to learn how annuities can supplement your retirement income.

$25.00

XPM 1020

Common Stock Analysis, I

Learn the basics of stock analysis. This course will review the many variables that should be considered in making stock selections. You should be a beginning investor with a basic knowledge of stock market terminology.

$25.00

XPM 1023

Stock Trading - Information to Formation

Learn how professionals trade the Cup with Handle Family of Trades to find entries and exits. Use options to trade ETF's. Control overtrading using money management techniques. Class price includes 200 page manual. Class limited to 15 students.

$77.00

XPM 1026

How does your Financial Advisor get paid?

Is your advisor driving a new BMW when your account is down? Many folks don't understand exactly how their advisor is compensated. A clear understanding of how your advisor makes money and therefore what motivates him/her is critical when selecting and evaluating a financial advisor. Wise financial advice should return many multiples of what it costs you. Are you getting your money's worth?

$25.00

XPM 1030

Common Stock Analysis, Part II

This course will teach you how to use fundamental and technical analysis to evaluate stocks as well as how to set sell objectives and manage a stock portfolio. Option strategies to reduce risk and enhance returns will be discussed.

$35.00

XPM 1032

Identity Theft

Michael Tabman, retired FBI agent will explain the origins and nature of fraud and identity theft along with the precautions and preventive action examples based upon his 24 years in the FBI.

$20.00

XPM 1035

Making Money Work for You - Sound Financial Knowledge

In an average working lifetime a person earns in excess of $1 million dollars. Wise financial decisions are educated decisions. Keeping as much of the $1M earned requires a solid financial education. This course provides a solid financial grounding for making these decisions.

$35.00

XPM 1045

Social Security Benefits and Financial Retirement

A Social Security Administration official will present the user-friendly Social Security online tools, discover impending changes with retirement programs, and get all your questions answered. A financial advisor will also be on hand to offer guidelines concerning the use of the government portion of your retirement in tandem with your personal planning.

$20.00

XPM 1076

"ABCs" of Financial Planning and Investing

Topics include: starting an investment plan. Cut fees and expenses make IRA's and 401-K's work better. Learn what type of insurance to use if any? Strategies for retirement and college funding plus the best kept "secret" investing - index funds.

$24.00

XPM 1110

Understanding Mutual Funds

Do you have mutual funds but have an uneasy feeling exactly what they are? This class will review what a mutual fund is, how it functions, how to find good quality funds and why many investors choose them for IRA's.

$20.00

XPM 1119

A Guide to Navigating Retirement

Now that you are retired, how should you create an income stream from your investments. This class helps develop that plan for a successful retirement. A workbook can be purchased from the instructor.

$25.00

XPM 1121

Financially Free for Women

Financial freedom starts with YOU! Learn ten key elements to create the life you seek and the financial independence you want.

$23.00

XPM 1185

How to Invest in Today's Market and Economy

In todays volatility in the stock market, its more important than ever to understand how investments react in different economic environments. This class will have an open dialogue format in order to discuss current events and how those events affect investing.

$20.00

XPM 5000

Introduction to Stock Options

This course will teach you how to protect your portfolio and profit in a down market, an up market, or even a flat market. Learn to leverage your investment dollars for potential profits that surpass those possible with stocks.

$89.00

XPM 5001

Stocks, Bonds, and Investing: Oh, My!

This class will walk you through the fundamentals of investing. The course will teach you about the stock market, 401K plans and retirement, but it will also address personal financial issues that are often ignored.

$89.00

XPM 5002

Performing Payroll in QuickBooks 2007

Learn how to use QuickBooks software to process payroll quickly and easily. You'll discover all the steps you need to properly set up your payroll system, troubleshoot common problems, and avoid mistakes. NOTE: See course description for computer requirements.

$89.00

XPM 5005

Personal Finance

Learn to create and use a budget, borrow and invest wisely, understand and control your credit rating, make intelligent decisions about insurance, develop a retirement savings plan, and be better prepared to plan for taxes.

$89.00

XPM 5006

Where Does All My Money Go?

Find out where your money goes. Make your own choices about where you want it to go. Start to tackle your debt. Learn how to fund your dreams and stop worrying about money.

$89.00

XPM 5007

Keys to Successful Money Management

Most people don't achieve true wealth through luck or an accident of fate. Being organized, disciplined and having a firm knowledge of how to proceed is the way to building your wealth. You will succeed with these skills.

$89.00

XPM 5008

Debt Elimination Techniques that Work

You will learn s specific workable strategy that will get you out of all debt including your mortgage. You will be pointed down a new path concerning spending, saving and handling money that will keep you out of debt forever.

$89.00

XPM 5009

Analysis and Valuation of Stocks

This course is designed to show you how to research and value stocks. Topics covered in this course include reading financial statements, calculating financial ratios, industrial comparisons, and pricing techniques.

$89.00

XPM 5010

Start and Operate Your Own Home-Based Business

Home-based businesses are the hottest business trend of the decade. Learn how to be your own boss and eliminate the stress of having a job. The benefits of working from home are endless.

$89.00

XPM 5011

Real Estate Investing

You will explore how to find, finances and negotiate a deal, how to invest in lease options, foreclosures, quick flips, rehabs and mobile homes.

$89.00

XPM 5012

Real Estate Investing II: Financing your Property

Discover the tools professional investors use to crunch numbers and analyze potential deals, and learn how to make better decisions by doing your own financial analysis. This class picks up where "Real Estate Investing" left off. You'll find you can easily perform real estate investment calculations -- even if your're allergic to math!

$89.00

XPM 5013

Introduction to QuickBooks 2008

Learn how QuickBooks makes it easy to set up a chart of accounts, reconcile your checking account, create and print invoices, receipts, and statements, track your payables, inventory, and receivables, create estimates, and generate reports.

$89.00

XPM 5014

Introduction to QuickBooks 2009

You will get the training you need to start using this accounting program to set up a chart of accounts, reconcile your checking account, create and print invoices, receipts, and statements, track your payables, inventory, and receivables, create estimates, and generate reports. You'll learn how to use QuickBooks 2009 to gain control over all financial aspects of your business!

$89.00