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SCORE is a resource partner with the SBA
  Workshops - Finance
 
Schedules are subject to change without notice. Please check here frequently for updates.
For a complete list of workshops offered, please check the Workshop Calendar.


To view only one workshop title, please select from the following list:

  
April

 
Stay The Course:
    2014 Economic & Market Outlook -Plus- Minimizing The Risk Of Identity Theft
Location:Los Alamitos Branch - OC Public Library
12700 Montecito, Seal Beach 90740
Click here to view map
Date & Time:April 21 2014, Monday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


With the stock market reaching record highs and interest rates remaining at historic lows, many investors have questions:

-What’s ahead for the economy?
-Is it too late to invest in stocks?
-Where are the opportunities for income?
-What are the outlook and potential risks for international markets?

Hear a forecast for the economy and the markets in 2014. Find out what we believe investors may encounter down the road and how you should position your portfolio. We will provide a detailed overview and explanation, including takeaway materials to read at your convenience.

Plus: identity theft exposed. What is it, really? How does it happen and how vulnerable are you? How can you tell if it’s happening to you? What can you do to help protect yourself? And it does happen to you, what should you do? Come hear answers to these questions.

Aarone Tirpak and Joel Miller of Wells Fargo Advisors present this workshop. Aarone, Senior PIM Portfolio Manager/First Vice President – Investments, began his career training at the World Trade Center with Morgan Stanley in New York City. He prides himself on taking opportunities to grow his knowledge for the betterment of his clients and holds several Industry Registrations and prestigious firm designations.

Joel, Financial Advisor, found himself at a young age studying options trading and company P/E ratios. Combining his passions for mathematics and for helping others provided a smooth transition from a career in education to a career as a Financial Advisor. He is focused on educating Clients, Fortune 500 Company Employees, and Special Interest Groups. Joel is a Hockey advocate and volunteers as a mentor with the NHL Alumni Breakaway Program.

(Registration/Check-in 5:30 to 6:00 PM)
 
Build a Great Credit Score to Get that Loan!
Location:Digital Media Center
1300 S. Bristol, Santa Ana 92704
Click here to view map
Date & Time:April 24 2014, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


Whether it’s a personal loan, business loan or any kind of credit, your credit score is an important deciding factor. A better credit score could save you thousands of dollars in interest cost! The goal of the seminar is to dispel all the misinformation on the subject of credit. The workshop will equip the attendees with accurate and reliable information to help them make better financial decisions when obtaining an SBA loan, and all type of credit. Furthermore, attendees will leave the presentation understanding how to build, improve, and maintain a perfect credit scores to better manage and protect their credit reputation and potential.

Nabil Captan presents this workshop. Nabil is a nationally recognized credit-scoring expert, educator and certified Department of Real Estate instructor on the subject of credit. Nabil attended San Diego State University majoring in cost accountancy, and has been involved in the world of finance for 31 years. He’s also a Center Stage Speaker for Wells Fargo. Nabil has been nominated to receive the U.S. Small Business’ “Financial Services Champion for the year 2010”.

(Registration/Check-in 5:30 to 6:00 PM)
 
 
  
May

 
Small Business/Self Employed Appeals Fast Track Settlement (FTS) Program
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:May 7 2014, Wednesday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


Disagree with an audit? Learn about a fast-track way to appeal your audit with the IRS. Discover the Fast Track Settlement (FTS) Program!

Joni K. Terens, President of Accurate Bookkeeping & Tax Service Inc presents this workshop. Joni’s’ responsibilities include tax preparation and tax planning for individuals and businesses. As an enrolled Agent (EA) enrolled to practice before the IRS since 1987 she also specializes in taxpayer representation before the Internal Revenue Service and state taxing agencies. Ms. Terens teaches IRS Small Business Seminars, VITA classes and FEMA workshops. In addition, she has taught IRS Exit seminars at local military bases and specializes in tax issues for the military. She also currently serves on the Small Business Employers Advising Committee, and CSEA Education Foundation as a trustee.

(Registration/Check-in 1:00 to 1:30 PM)
 
Stay The Course:
    2014 Economic & Market Outlook -Plus- Minimizing The Risk Of Identity Theft
Location:Newport Beach Public Library
1000 Avocado Avenue, Friends Room, Newport Beach 92660
Click here to view map
Date & Time:May 21 2014, Wednesday, from 6:00 PM to 8:45 PM
Cost:No Cost
More Info:


With the stock market reaching record highs and interest rates remaining at historic lows, many investors have questions:

-What’s ahead for the economy?
-Is it too late to invest in stocks?
-Where are the opportunities for income?
-What are the outlook and potential risks for international markets?

Hear a forecast for the economy and the markets in 2014. Find out what we believe investors may encounter down the road and how you should position your portfolio. We will provide a detailed overview and explanation, including takeaway materials to read at your convenience.

Plus: identity theft exposed. What is it, really? How does it happen and how vulnerable are you? How can you tell if it’s happening to you? What can you do to help protect yourself? And it does happen to you, what should you do? Come hear answers to these questions.

Aarone Tirpak and Joel Miller of Wells Fargo Advisors present this workshop. Aarone, Senior PIM Portfolio Manager/First Vice President – Investments, began his career training at the World Trade Center with Morgan Stanley in New York City. He prides himself on taking opportunities to grow his knowledge for the betterment of his clients and holds several Industry Registrations and prestigious firm designations.

Joel, Financial Advisor, found himself at a young age studying options trading and company P/E ratios. Combining his passions for mathematics and for helping others provided a smooth transition from a career in education to a career as a Financial Advisor. He is focused on educating Clients, Fortune 500 Company Employees, and Special Interest Groups. Joel is a Hockey advocate and volunteers as a mentor with the NHL Alumni Breakaway Program.

(Registration/Check-in 5:30 to 6:00 PM)
 
Buy/Sell & Valuation of a Business
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:May 27 2014, Tuesday, from 9:00 AM to Noon
Cost:$35 pre-register online; $45 at the door (cash or check only)
More Info:


What’s your business worth? You’ll learn how to develop a valuation estimate that is defensible whether you are buying, selling or starting a business. Or is a franchise more to your liking? You’ll learn the pros and cons of franchising as well. All of this is in “plain English” and based on current valuation concepts. We will take you through the process using examples of each calculation.

Jim Chamberlain of SCORE presents this workshop. Jim has an MBA and is a CMA (Certified Management Accountant). Jim has held financial positions with Dexter, General Dynamics and Statek Corporation, as well as an environmental start-up. For ten years he was part owner, director, and CFO of Consolidated Reprographics, an Orange County leading reprographics company. He also helped manage a privately held high technology company awarded as one of the top 50 fastest growing private companies in Orange County. During his career, Jim has had extensive experience in merger and acquisition activity as both buyer and seller. He has prepared Business Plans, sold and purchased businesses and has helped entrepreneurs improve their cash flow. Management Accounting is his specialty. Jim has been active in various volunteer organizations, such as SCORE and United Way. He is also a past president and director of the Certified Management Accounting Society of Southern California (CMASSC).

(Registration/Check-in 8:30 to 9:00 AM)
 
 
  
June

 
What You Need To Know When You Run Your Business Out Of Your Home
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:June 4 2014, Wednesday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


This workshop is for small business owners who operate –or- plan to operate their business out of their home.

Learn
• If you are eligible for the business use of home deduction
• Tests used to determine qualification
• What deductions you are eligible for
• Types of expenses and how to include them

Joni K. Terens, President of Accurate Bookkeeping & Tax Service Inc presents this workshop. Joni’s’ responsibilities include tax preparation and tax planning for individuals and businesses. As an enrolled Agent (EA) enrolled to practice before the IRS since 1987 she also specializes in taxpayer representation before the Internal Revenue Service and state taxing agencies. Ms. Terens teaches IRS Small Business Seminars, VITA classes and FEMA workshops. In addition, she has taught IRS Exit seminars at local military bases and specializes in tax issues for the military. She also currently serves on the Small Business Employers Advising Committee, and CSEA Education Foundation as a trustee.

(Registration/Check-in 1:00 to 1:30 PM)
 
What Your Banker Needs to Know
Location:Rancho Santa Margarita - OC Public Library
30902 La Promesa, Rancho Santa Margarita 92688
Click here to view map
Date & Time:June 10 2014, Tuesday, from 6:00 PM to 8:45 PM
Cost:No Cost
More Info:


In today's climate a good strong business plan is an absolute must when you seek financing but how do you separate your business plan from the all the others piling up on your banker's desk? This workshop will give you some tips as to how you can enhance your business plan and increase your prospect of getting that important "yes" from your banker.

John Seelinger of SCORE presents this workshop. John has more than 30 years of banking experience (Trust Co of NJ, Midlantic Nat'l Bank, Chase Manhattan Bank) and commercial trading (Asian, African, Middle Eastern and European) experience. He currently is Chairman of SCORE’s Client Finance Committee, assisting clients with their approach to lenders.

(Registration/Check-in 5:30 to 6:00 PM)
 
Build a Great Credit Score to Get that Loan!
Location:Aliso Viejo Branch - OC Public Library
1 Journey, Aliso Viejo 92656
Click here to view map
Date & Time:June 17 2014, Tuesday, from 5:30 PM to 8:30 PM
Cost:No Cost
More Info:


Whether it’s a personal loan, business loan or any kind of credit, your credit score is an important deciding factor. A better credit score could save you thousands of dollars in interest cost! The goal of the seminar is to dispel all the misinformation on the subject of credit. The workshop will equip the attendees with accurate and reliable information to help them make better financial decisions when obtaining an SBA loan, and all type of credit. Furthermore, attendees will leave the presentation understanding how to build, improve, and maintain a perfect credit scores to better manage and protect their credit reputation and potential.

Nabil Captan presents this workshop. Nabil is a nationally recognized credit-scoring expert, educator and certified Department of Real Estate instructor on the subject of credit. Nabil attended San Diego State University majoring in cost accountancy, and has been involved in the world of finance for 31 years. He’s also a Center Stage Speaker for Wells Fargo. Nabil has been nominated to receive the U.S. Small Business’ “Financial Services Champion for the year 2010”.

(Registration/Check-in 5:00 to 5:30 PM)
 
 
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