Courses in Legal & Financial Planning

Setting up Your Small Business - $300

Instructor: Eliza Gordner

In each of the four modules of this self-paced, asynchronous, online course, you will receive detailed written feedback and 1:1 live mentoring sessions via Zoom with the instructor.

During the course, you will:

  • Select a name and appropriate legal structure for your business;

  • Identify steps to “get your ducks in a row” regarding banking, insurance, permits, licenses;

  • Assess options as to accounting, taxes, financing, and capitalization; and

  • Identify ways to mitigate risk.

Expanding Your Small Business: Working with Employees - $500

Instructor: Eliza Gordner

In each of the four modules of this self-paced, asynchronous, online course, you will receive detailed written feedback and 1:1 live mentoring sessions via Zoom with the instructor. During the course, you will:

  • Assess staffing needs and identify differences between employees and independent contractors;

  • Learn about staffing challenges faced by small businesses and identify solutions; 

  • Determine ongoing basic human resource and compliance needs; and

  • Formulate a strategy for addressing those HR and compliance needs.

Turning your Passion into a Non-Profit - $400

Instructor: Eliza Gordner

In each of the four modules of this self-paced, asynchronous, online course, you will receive detailed written feedback and 1:1 live mentoring sessions via Zoom with the instructor. 

During the course, you will:

  • Conduct a needs assessment;

  • Evaluate whether starting a non-profit is right for you; 

  • Develop strategies for establishing your organization’s mission statement and governance structure; and

  • Formulate a plan for meeting legal compliance and risk management needs of your non-profit.

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Is it Possible to Avoid Probate? - Simple Estate Planning Tips - $500

Instructor: Eliza Gordner

In each of the four modules of this self-paced, asynchronous, online course, you will receive detailed written feedback and 1:1 live mentoring sessions via Zoom with the instructor. 

During the course, you will

  • :Identify your current assets; 

  • Evaluate your basic estate planning goals;

  • Learn about options to transfer your property to avoid probate; and

  • Develop practical strategies for achieving your estate plan goals.