Attend our Free Money Smart Classes!

Attend our Free Money Smart Classes!

Mon, 26 Mar, 2018 at 14:54
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Discover new ways to manage your finances at our Free Money Smart Classes going on now. The Money Smart for Adults are instructor-led courses that consist of several training modules that cover basic financial topics. Topics include a description of deposit and credit services offered by financial institutions, choosing and maintaining a checking account, spending plans, the importance of saving, how to obtain and use credit effectively, the basics of building or repairing credit, and much more.

 

See below for classes offered in your area.


"Bank On It": Tuesday, April 24, 6 p.m. - 7 p.m., McHenry Bank & Trust, 2205 N. Richmond Rd., McHenry

RSVP by April 18 to Mary Carporale at 847-669-7500.

After completing this course, you'll be able to: 

• Identify the major types of insured financial institutions
• Identify five reasons to use a bank
• Identify the steps involved in opening and maintaining a bank account
• Describe two types of deposit accounts
• Identify additional bank services that come with deposit accounts
• Describe the main functions of the bank customer service representative, teller, loan officer, and branch manager

 
"Insurance": Monday, April 23, 1 p.m. - 2 p.m., McHenry Bank & Trust, 2205 N. Richmond Rd., McHenry

RSVP by April 18 to Mary Carporale at 847-669-7500.

After completing this course, you'll be able to:
 
• Identify the types of insurance which are required by a small business
• Identify other types of insurance that a small business should consider
• Explain why insurance is important for a small business


"Tax Planning and Tax Reporting": Monday, April 23, 2:15 p.m. - 3:15 p.m., McHenry Bank & Trust, 2205 N. Richmond Rd., McHenry

RSVP by April 18 to Mary Carporale at 847-669-7500.

After completing this course, you'll be able to:

• Identify the federal tax reporting requirements of a small business and its owner, and to establish a plan to account and pay for federal taxes
• Identify the general state/local tax reporting requirements of a small business, and establish a plan to account and pay for state/local taxes
• Identify methods for researching the local, municipal, and county reporting/licensing requirements for a small business

 
"Keep It Safe": Thursday, April 26, 6 p.m. - 7 p.m., Algonquin Bank & Trust,  4049 W. Algonquin Rd., Algonquin

RSVP by April 18 to Mary Carporale at 847-669-7500.

After completing this course, you'll be able to:

• Recognize how federal deposit insurance protects deposits
• Recognize how to guard against identity theft
• Recognize how to prevent elder financial abuse
• Recognize how the various types of insurance will help you manage risks
• Recognize the need to plan for unexpected death or disability
• Describe the ways you need to be financially prepared for disasters