Fall 2019 Business & Financial Planning Courses

Prepare for the NYS Notary Public test or explore the steps you need to secure a comfortable retirement and maximize your social security benefit.

Notary Public Review Workshop - Prepare for the NYS Exam
This workshop prepares you for the New York State Notary Public test and will provide you with a comprehensive overview of the notary public’s role.

Confusing laws, concepts and procedures will be clearly explained and clarified. Examples will be provided to illuminate situations that a notary public office is likely to encounter. Topics include avoiding conflicts of interest, maintaining professional ethics, charging proper fees, handling special situations, when to defer to an attorney, and minimizing legal liability.

This workshop is a must for candidates who want to become fully aware of the authority, duties and responsibilities involved in becoming a notary. All materials will be provided, including website information, booklets and forms. Also featured is an 80-question practice exam that attempts to emulate the actual New York State mandatory exam. Course fee includes a $10 materials fee.
50553
$47
1 Session, ADM 101
Fri., 11/22, 12:30 - 4:30 p.m.
Victor Bujanow, Instructor

Maximizing Your Social Security Benefit
A few key decisions can make a big difference in the amount of your Social Security benefit. Attend this hands-on workshop and learn strategies to get the most money from Social Security. Learn how to plan for taxes, health care and other costs during retirement, as well as how to wisely grow and protect your retirement income. This session will cover key Social Security benefit choices, such as individual and spousal options, and help you understand simple steps to maximize your benefit. Join us before you make financial decisions that may not be able to be reversed. Course fee includes a $5 materials fee.
50244
$19
1 Session, ADM 102
Wed., 10/2, 6:15 - 8 p.m.
Frank Finch, Instructor

Your Passport to Retirement: The Complete Financial Management Workshop
Thinking about retirement or creating an investment plan? Do you need to do some estate planning? This course will inform you of the potential benefits of effective financial management and show you techniques that will assist you in meeting your goals.Topics include the seven roadblocks to financial success; the six keys to financial success; risk management; cash management, including how to create liquidity, pay down debt, and increase savings; investment planning, including what the pros do, strategies for successful investing, stocks, bonds, annuities, and mutual funds; tax management and tax planning; retirement planning, including calculating the cost of retirement, sources of retirement income, IRA(s), 401-K’s, 403-b(s), 457 plans; and estate planning, including probate, estate taxes, intestacy, wills and trusts. The course concludes with how to prepare your own plan. Call Steve Miner at (518) 272-6747 for more details. Course fee includes a $26 materials fee for the workbook.
Day Care Center (DCC): Parking Information
*Your spouse, partner or significant other is encouraged to attend at no charge, but will need to register for the course as well. Please note that you will only receive one workbook per couple.
50202
*50321 - Please use this course number to register a partner.
$65
3 Sessions, DCC B05
Wed., 10/2 - 10/16, 6:30 - 9 p.m.
Steve Miner, Instructor

Get in Touch

Community and Professional Education

Guenther Enrollment Services Center, Room 252

Fax: (518) 629-8103

Regular Hours: Monday - Friday, 8 a.m. - 5 p.m.
Summer Hours: Monday - Friday, 8 a.m. - 4 p.m.
(excluding college holidays and vacations)