Quicken Advanced

 

Two, 2-hour classes

 

Fee:     $10

 

Prerequisites: 

All of the following (or equivalent experience):

  • Computer Intro (or Intro to Personal Computers 101 and 102)
  • Windows 1 (or Windows 101)
  • Windows 2 (or Windows 102 Files and Folders)
  • Quicken Basic (or one or more years experience using Quicken)

 

Course Description:

 

If you already use Quicken, but would like to learn about some advanced topics, this class is for you.  The class will be conducted in “demo mode” so it will be appropriate for both Mac & PC users.  The only prerequisite is that you already use Quicken.  Emphasis will be on what you can do with Quicken rather than how to do it.

            Session one will begin with “Asset Allocation”.  Financial experts claim that proper asset allocation is the most important decision you can make about your investments.  Assessing your risk profile and determining an appropriate asset allocation model will be demonstrated.  Using the internet to pick appropriate funds and portfolio rebalancing will also be demonstrated.

            Depending upon class interest and available time, subsequent sessions will cover retirement planning, finding tax deductions, budgeting, reporting, or other topics.

 

11/26/06