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Investments and Financial Planning

FINC:765 "Top 10" Activities to Avoid Identity Theft and Financial Fraud09/22-09/22  

Identity theft and financial fraud are serious problems affecting millions of people each year. No matter how cautious you are personally, corporate data breaches put risk on all of us. Join local information security professional, John Newcomer, as he discusses this problem, steps you can take to minimize the risks, and what to do should you become a victim. This course is beneficial for individuals and small business owners. Handouts include reference assistance and contact information. Cost for adults 60 and over $10.00.

  • Registration Code= 201525 70247
  • Meeting Dates= 09/22-09/22
  • Meeting Days= T
  • Meeting Times= 6:30 p.m. - 8 p.m.
  • Location= Wildwood Building 220
  • Instructor= CE Org Staff
  • Fees= $ 19.00
Call
314-984-7777
 
FINC:705 Annuities Explained : Understanding the Basics09/17-09/17  

Join Laura J. Boedges, Financial Consultant with Rogers & Company, A Wealth Management Firm, Inc. in an enlightening conversation on annuities: What are they? How do they work? When and why would I need one? No one cares more about your money than you do. It's wise to ask questions in advance of an annuity purchase. This introductory class will give you all the basic information you need you'll know what questions to ask to be better informed and more comfortable making an annuity investment decision. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through V Wealth Management, a registered investment advisor. Rogers & Company, A Wealth Management Firm, Inc. and V Wealth Management are separate entities from LPL Financial. Cost for adults 60 and over $12.50.

  • Registration Code= 201525 70124
  • Meeting Dates= 09/17-09/17
  • Meeting Days= Th
  • Meeting Times= 6 p.m. - 8 p.m.
  • Location= Meramec - Social Science Bldg 232
  • Instructor=  STAFF
  • Fees= $ 25.00
Call
314-984-7777
 
FINC:710 Estate Planning: Living Trusts09/16-09/16  

*** CLASS MOVED FROM ROOM 101 TO 120 *** Everyone wants to do estate planning for control of your assets and for a legacy to your loved ones. This course covers various ways to estate plan, to avoid probate, to avoid guardianships and to reduce or eliminate estate taxes. Find out why a living trust may be the best solution. Taught by an attorney. Cost for adults 60 and over $17.50.

  • Registration Code= 201525 70141
  • Meeting Dates= 09/16-09/16
  • Meeting Days= W
  • Meeting Times= 7 p.m. - 9 p.m.
  • Location= South Co Edu Univ Center 120
  • Instructor= Jacquelynn Capriano
  • Fees= $ 35.00
Call
314-984-7777
 
  Estate Planning: Living Trusts10/05-10/05  

Everyone wants to do estate planning for control of your assets and for a legacy to your loved ones. This course covers various ways to estate plan, to avoid probate, to avoid guardianships and to reduce or eliminate estate taxes. Find out why a living trust may be the best solution. Taught by an attorney. Cost for adults 60 and over $18.00.

  • Registration Code= 201525 70143
  • Meeting Dates= 10/05-10/05
  • Meeting Days= M
  • Meeting Times= 7 p.m. - 9 p.m.
  • Location= Lindbergh Sr. High School 53
  • Instructor= Charles Amen
  • Fees= $ 35.00
Call
314-984-7777
 
FINC:705 Foundations of Investing09/22-09/29  

Are you just getting started with personal investing or want to learn more so that you can better communicate with your current financial advisor? Come learn about the basics of investing including the key features of bonds, stocks and mutual funds; the investment pyramid and the importance of asset allocation; risk tolerance and the portfolio objective that is right for you; and the impact of inflation and tax diversity on your long-term goals. Cost for adults 60 and over $19.50.

  • Registration Code= 201525 70207
  • Meeting Dates= 09/22-09/29
  • Meeting Days= T
  • Meeting Times= 6:30 p.m. - 9 p.m.
  • Location= Meramec - Social Science Bldg 204
  • Instructor=  STAFF
  • Fees= $ 39.00
Call
314-984-7777
 
FINC:710 General Estate Planning: Wills, Trusts and Avoiding Probate09/21-09/21  

Learn about your planning options, both for property distribution upon death as well as decision-making authority while alive. Class discussion will focus on wills, the probate process and avoiding probate with revocable trusts and beneficiary designations. Powers of attorney for financial and health care purposes will also be discussed. Taught by an attorney. Cost for adults 60 and over $18.00.

  • Registration Code= 201525 70125
  • Meeting Dates= 09/21-09/21
  • Meeting Days= M
  • Meeting Times= 6 p.m. - 8 p.m.
  • Location= Ladue Horton Watkins Sr. H.S 145
  • Instructor= Yvonne Homeyer
  • Fees= $ 35.00
Call
314-984-7777
 
  General Estate Planning: Wills, Trusts and Avoiding Probate10/12-10/12  

Learn about your planning options, both for property distribution upon death as well as decision-making authority while alive. Class discussion will focus on wills, the probate process and avoiding probate with revocable trusts and beneficiary designations. Powers of attorney for financial and health care purposes will also be discussed. Taught by an attorney. Cost for adults 60 and over $18.00.

  • Registration Code= 201525 70126
  • Meeting Dates= 10/12-10/12
  • Meeting Days= M
  • Meeting Times= 6 p.m. - 8 p.m.
  • Location= Ladue Horton Watkins Sr. H.S 145
  • Instructor= Yvonne Homeyer
  • Fees= $ 35.00
Call
314-984-7777
 
  General Estate Planning: Wills, Trusts and Avoiding Probate10/05-10/05  

Learn about your planning options, both for property distribution upon death as well as decision-making authority while alive. Class discussion will focus on wills, the probate process and avoiding probate with revocable trusts and beneficiary designations. Powers of attorney for financial and health care purposes will also be discussed. Taught by an attorney.Cost for adults 60 and over $17.50.

  • Registration Code= 201525 70234
  • Meeting Dates= 10/05-10/05
  • Meeting Days= M
  • Meeting Times= 6 p.m. - 8 p.m.
  • Location= Forest Park - G Tower 117
  • Instructor= Yvonne Homeyer
  • Fees= $ 35.00
Call
314-984-7777
 
FINC:705 Mastering Investing Psychology - Understanding Why You Will Succeed Where Others Fail10/17-10/17  

Proper psychology and mental preparedness can help you better understand how the investing business and news flow works against you, and how to succeed where countless others fail. This course will provide timeless examples of how proper investing knowledge and mindset kept great investors in the game. Specific examples from investment history, and what it took to succeed then, and how it applies to today will be discussed. Simply put, applying theory to the real world explained by someone who does it every day. This class will add deeper understanding to the forces at work while applying the knowledge from the required prerequisite class, Preserving Capital and Making It Grow. Cost for adults 60 and over $33.50.

  • Registration Code= 201525 70442
  • Meeting Dates= 10/17-10/17
  • Meeting Days= Sa
  • Meeting Times= 9 a.m. - 4 p.m.
  • Location= Corporate College 208
  • Instructor= Brian Bingham
  • Fees= $ 49.00
Call
314-984-7777
 
  Preserving Capital and Making it Grow: A Winning Strategy for Good Times and Bad09/19-09/26  

This class is designed to empower the individual investor with strategies for stock market success as used by successful investors of our time. We'll discuss: historical precedent and how it applies today, selecting and purchasing the best investments, determining when to protect yourself by selling investments and minimizing potential risk while maximizing potential gain. Instructor owns and operates an investment firm that successfully avoided the Fall 2008 collapse of the U.S. Stock Market. Lunch on your own. Cost for adults 60 and over $52.00.

  • Registration Code= 201525 70438
  • Meeting Dates= 09/19-09/26
  • Meeting Days= Sa
  • Meeting Times= 9 a.m. - 4 p.m.
  • Location= Corporate College 208
  • Instructor= Brian Bingham
  • Fees= $ 89.00
Call
314-984-7777
 
FINC:745 Protect What You've Worked For10/27-10/27  

This presentation covers the risks that could impact your financial strategies and will cover possible insurance solutions to protect against these risks. Topics include term insurance, permanent life insurance including variable universal life (VUL), long term care insurance and hybrid policies. You will get answers to all of your protection questions. What type is right for my family? How much coverage should we have? What are the differences between them? What costs do they cover? How difficult is it to get coverage? Cost for adults 60 and over $12.50.

  • Registration Code= 201525 70803
  • Meeting Dates= 10/27-10/27
  • Meeting Days= T
  • Meeting Times= 6:30 p.m. - 8:30 p.m.
  • Location= Meramec - Social Science Bldg 107
  • Instructor=  STAFF
  • Fees= $ 25.00
Call
314-984-7777
 
FINC:736 Retirement by Design10/20-10/20  

This course will help you translate your vision for retirement into tangible goals. Whether you are close to retirement or forty years from retirement, you will learn investment strategies you can use now to help design the retirement you want tomorrow. Specific topics include employer-sponsored retirement plans (e.g. 401Ks), traditional and Roth IRAs, the impact of taxes and inflation, factoring in social security and pensions, and your asset reliance rate. Cost for adults 60 and over $12.50.

  • Registration Code= 201525 70208
  • Meeting Dates= 10/20-10/20
  • Meeting Days= T
  • Meeting Times= 6:30 p.m. - 9 p.m.
  • Location= Meramec - Social Science Bldg 107
  • Instructor=  STAFF
  • Fees= $ 25.00
Call
314-984-7777
 
  Retirement Income Planning09/30-09/30  

Make the most out of your retirement savings. During this workshop you will learn the steps you need to take to create an income strategy and how to manage five common retirement risks. You will also get information on how to make your savings last and to help ensure a comfortable retirement by covering both your "needs" and "wants." Cost for adults 60 and over $12.50.

  • Registration Code= 201525 70102
  • Meeting Dates= 09/30-09/30
  • Meeting Days= W
  • Meeting Times= 7 p.m. - 9 p.m.
  • Location= Meramec - Social Science Bldg 108
  • Instructor=  STAFF
  • Fees= $ 25.00
Call
314-984-7777
 
  Retirement Roadblocks: Mistakes Retirees Often Make10/21-10/21  

Understand common mistakes that retirees can make over and over again - and how you can overcome them! This class will explore being too conservative, having an unsuitable asset allocation strategy, paying too much in taxes and helping out the kids-how much is too much. Cost for adults 60 and over $12.50.

  • Registration Code= 201525 70104
  • Meeting Dates= 10/21-10/21
  • Meeting Days= W
  • Meeting Times= 7 p.m. - 9 p.m.
  • Location= Meramec - Social Science Bldg 108
  • Instructor=  STAFF
  • Fees= $ 25.00
Call
314-984-7777
 
FINC:735 Ten Steps to Financial Freedom09/15-09/15  

Take control of your finances and bring balance to your budget. Taught by a CPA, you'll get the tools to learn step-by-step processes to creating budgets, lowering your debt, and starting on the path to accumulating wealth through saving and investing for your future use. The course will help provide a framework and process to follow in order to take control of your financial life and make a positive impact for the years ahead. Cost for adults 60 and over $9.50.

  • Registration Code= 201525 70297
  • Meeting Dates= 09/15-09/15
  • Meeting Days= T
  • Meeting Times= 6 p.m. - 7:30 p.m.
  • Location= Forest Park - G Tower 113
  • Instructor=  STAFF
  • Fees= $ 19.00
Call
314-984-7777
 
FINC:736 Understanding Retirement Healthcare and Social Security10/14-10/14  

As people approach retirement, a common concern is the answer to the question, "What if I get sick?" This class will prepare you to make important decisions about your healthcare by helping you to understand your health insurance options. You will learn about healthcare decisions to be made before and at retirement including what Medicare does and does not offer in plain English. You will also learn about Social Security, the original source of guaranteed income for life, including how it can pay to delay, how your Social Security income will be taxed, and the little-understood effect of earned income on Social Security benefits. Cost for adults 60 and over $12.50.

  • Registration Code= 201525 70103
  • Meeting Dates= 10/14-10/14
  • Meeting Days= W
  • Meeting Times= 7 p.m. - 9 p.m.
  • Location= Meramec - Social Science Bldg 108
  • Instructor=  STAFF
  • Fees= $ 25.00
Call
314-984-7777
 
  Understanding Retirement Healthcare and Social Security09/16-09/16  

As people approach retirement, a common concern is the answer to the question, "What if I get sick?" This class will prepare you to make important decisions about your healthcare by helping you to understand your health insurance options. You will learn about healthcare decisions to be made before and at retirement including what Medicare does and does not offer in plain English. You will also learn about Social Security, the original source of guaranteed income for life, including how it can pay to delay, how your Social Security income will be taxed, and the little-understood effect of earned income on Social Security benefits. Cost for adults 60 and over $12.50.

  • Registration Code= 201525 70101
  • Meeting Dates= 09/16-09/16
  • Meeting Days= W
  • Meeting Times= 7 p.m. - 9 p.m.
  • Location= Meramec - Social Science Bldg 108
  • Instructor=  STAFF
  • Fees= $ 25.00
Call
314-984-7777
 
  Understanding Retirement Healthcare and Social Security10/07-10/07  

As people approach retirement, a common concern is the answer to the question, "What if I get sick?" This class will prepare you to make important decisions about your healthcare by helping you to understand your health insurance options. You will learn about healthcare decisions to be made before and at retirement including what Medicare does and does not offer in plain English. You will also learn about Social Security, the original source of guaranteed income for life, including how it can pay to delay, how your Social Security income will be taxed, and the little-understood effect of earned income on Social Security benefits. Cost for adults 60 and over $12.50.

  • Registration Code= 201525 70289
  • Meeting Dates= 10/07-10/07
  • Meeting Days= W
  • Meeting Times= 7 p.m. - 9 p.m.
  • Location= Wildwood Building 220
  • Instructor=  STAFF
  • Fees= $ 25.00
Call
314-984-7777
 
FINC:735 Where Does All My Money Go? Gain Control of Your Finances10/03-10/03  

Are you one of 70% of Americans who is worried about your finances? Are you one of 60% who don't have a budget? You don't have to be a CPA to manage your finances and build wealth within the resources that you have, even while recovering from the recession. Join business and finance instructor Tiffany Smith to learn about budgeting, building emergency savings, paying down debt, saving for retirement and a crash course in building wealth through investments. Many of the financial questions you were afraid to ask will be answered in this course that will help you take control of your finances and help build a better future for you and your family. Bring a sack lunch and drink. Cost for adults 60 and over $18.00.

  • Registration Code= 201525 70443
  • Meeting Dates= 10/03-10/03
  • Meeting Days= Sa
  • Meeting Times= 9 a.m. - 1 p.m.
  • Location= Meramec - Social Science Bldg 107
  • Instructor= Tiffany Smith
  • Fees= $ 35.00
Call
314-984-7777
 
FINC:710 Your Responsibilities as an Estate Executor09/29-09/29  

Serving as an executor of an estate is an honor and a responsibility. Understanding your duties will help you perform the required tasks in an efficient manner and avoid costly mistakes. Particulars of settling the estate such as managing and dispersing stock holdings and business interests, transferring property ownership, and fulfilling bequests to charities can get complicated, and executors can be held liable for their actions. This course is designed to equip would-be executors with sound legal guidance will prepare you fulfill your responsibilities.Cost for adults 60 and over $22.50.

  • Registration Code= 201525 70122
  • Meeting Dates= 09/29-09/29
  • Meeting Days= T
  • Meeting Times= 6 p.m. - 8 p.m.
  • Location= Forest Park - G Tower 117
  • Instructor= CE Org Staff
  • Fees= $ 35.00
Call
314-984-7777