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Investments and Financial Planning

FINC:705 Demystifying Annuities04/06-04/06  

Get answers to all of your questions and concerns about annuities. Are they appropriate for me? How much do they cost? When should I purchase one? How can an annuity help me in retirement? Learn the difference between income annuities and deferred annuities with GLWBs. Compare fixed vs. variable annuities. Understand why annuities are called "income insurance."

  • Registration Code= 201705 50170
  • Meeting Dates= 04/06-04/06
  • Meeting Days= Th
  • Meeting Times= 6:30 p.m. - 8:30 p.m.
  • Location= Meramec - Social Science Bldg 108
  • Instructor=  STAFF
  • Fees= $ 25.00
Call
314-984-7777
 
FINC:710 Estate Planning: Living Trusts03/06-03/06  

Everyone wants to do estate planning for control of their assets and for a legacy to 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.

  • Registration Code= 201705 50166
  • Meeting Dates= 03/06-03/06
  • Meeting Days= M
  • Meeting Times= 7 p.m. - 9 p.m.
  • Location= South Co Edu Univ Center 102
  • Instructor= Jacquelynn Capriano
  • Fees= $ 35.00
Call
314-984-7777
 
FINC:705 Foundations of Investing03/02-03/09  

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; how to set SMART financial goals; risk tolerance and the portfolio objective that is right for you; and the impact of inflation and tax diversity on your long-term goals.

  • Registration Code= 201705 50172
  • Meeting Dates= 03/02-03/09
  • Meeting Days= Th
  • Meeting Times= 6:30 p.m. - 9 p.m.
  • Location= Meramec - Social Science Bldg 108
  • Instructor=  STAFF
  • Fees= $ 39.00
Call
314-984-7777
 
FINC:710 General Estate Planning: Wills, Trusts and Avoiding Probate02/27-02/27  

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.

  • Registration Code= 201705 50190
  • Meeting Dates= 02/27-02/27
  • Meeting Days= M
  • Meeting Times= 6 p.m. - 8 p.m.
  • Location= Clayton High School 124
  • Instructor= Yvonne Homeyer
  • Fees= $ 35.00
Call
314-984-7777
 
  General Estate Planning: Wills, Trusts and Avoiding Probate03/27-03/27  

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.

  • Registration Code= 201705 50573
  • Meeting Dates= 03/27-03/27
  • Meeting Days= M
  • Meeting Times= 6 p.m. - 8 p.m.
  • Location= Wildwood Building 202
  • Instructor= Yvonne Homeyer
  • Fees= $ 35.00
Call
314-984-7777
 
  Preparing Your Estate Plan02/16-02/16  

Designed for anyone who would like to better understand the basics of estate planning. Participants will learn what to consider when creating a will, the benefits of trusts in estate planning, how to help reduce taxes on estates and how insurance can help protect your family. In addition, you will learn the importance of beneficiary designations, TODs, PODs, powers of attorney and health care directives. You don't have to be wealthy to make a plan for your heirs! Taught by both a financial advisor and an estate attorney.

  • Registration Code= 201705 50171
  • Meeting Dates= 02/16-02/16
  • Meeting Days= Th
  • Meeting Times= 6:30 p.m. - 9 p.m.
  • Location= Meramec - Social Science Bldg 108
  • Instructor=  STAFF
  • Fees= $ 35.00
Call
314-984-7777
 
FINC:705 Preserving Capital and Making it Grow: A Winning Strategy for Good Times and Bad03/04-03/11  

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 will relate first-hand experience in the oil market the last time oil collapsed in 1986, similar to the recent decline - and the similar opportunities this may present based on the 18-year cycle (oil bottomed in 1998) and a large shift in investment dollars currently underway. A discussion of the crash of 1987, 2008, and others, and the warning signs ahead of time will also be discussed. Lunch on your own.

  • Registration Code= 201705 50094
  • Meeting Dates= 03/04-03/11
  • 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:736 Retirement by Design03/21-03/21  

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.

  • Registration Code= 201705 50173
  • Meeting Dates= 03/21-03/21
  • 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 Planning03/29-03/29  

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."

  • Registration Code= 201705 50182
  • Meeting Dates= 03/29-03/29
  • 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 Planning 10102/27-03/06  

Start now and be prepared for your retirement financial needs. If you fail to plan you might be planning to fail. Taught by a Certified Financial Planner college instructor, this course will provide a model to evaluate your retirement strategy and make alterations as life moves on. Course will address: retirement needs, goals and dreams; your ability to save; investment expectations, performance and risk tolerance; investment strategies; tax-favored investment vehicles including IRAs, 401Ks, life insurance and annuities.

  • Registration Code= 201705 50197
  • Meeting Dates= 02/27-03/06
  • Meeting Days= M
  • Meeting Times= 6 p.m. - 9 p.m.
  • Location= Forest Park - G Tower 115
  • Instructor= Steven Bailey
  • Fees= $ 59.00
Call
314-984-7777
 
  Retirement Roadblocks: Mistakes Retirees Often Make04/12-04/12  

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?

  • Registration Code= 201705 50184
  • Meeting Dates= 04/12-04/12
  • 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 University03/21-04/11  

Financial planning is one of the most important aspects in helping you to prepare for the future. Learn how to take a strategic approach to the retirement process to assist you in being prepared for every step of the way during the growth, income/distribution, and conservation stages of life helping to avoid retirement roadblocks and mitigate risks in all aspects of your financial life. The in-class, step-by-step curriculum will help you develop a comprehensive understanding of tax planning strategies, advanced social security planning, wealth accumulation vs. (de)cummulation, the sequence of returns risk, long term care and Medicare options, and will give you the tools to design your own strategy. In addition, you'll learn about the final stage of your financial life through discussion of wills, trusts, estate and tax efficient legacy planning. Handouts will be provided.

  • Registration Code= 201705 50185
  • Meeting Dates= 03/21-04/11
  • Meeting Days= T
  • Meeting Times= 6 p.m. - 8 p.m.
  • Location= South Co Edu Univ Center 104
  • Instructor=  STAFF
  • Fees= $ 59.00
Call
314-984-7777
 
FINC:735 Ten Steps to Financial Freedom03/07-03/07  

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.

  • Registration Code= 201705 50199
  • Meeting Dates= 03/07-03/07
  • Meeting Days= T
  • Meeting Times= 6 p.m. - 8 p.m.
  • Location= Forest Park - G Tower 113
  • Instructor=  STAFF
  • Fees= $ 25.00
Call
314-984-7777
 
FINC:736 Understanding Retirement Healthcare and Social Security03/22-03/22  

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.

  • Registration Code= 201705 50181
  • Meeting Dates= 03/22-03/22
  • 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 Security04/05-04/05  

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.

  • Registration Code= 201705 50183
  • Meeting Dates= 04/05-04/05
  • Meeting Days= W
  • Meeting Times= 7 p.m. - 9 p.m.
  • Location= Wildwood Building 202
  • Instructor=  STAFF
  • Fees= $ 25.00
Call
314-984-7777
 
FINC:765 Understanding Wall Street02/23-02/23  

Understanding how stocks, bonds, mutual funds and the various financial vehicles of Wall Street function is essential to a solid financial backbone. Learn what these vehicles are, how they work, and separate "fact from fiction" when it comes to "fueling" your retirement fire. Discussion will include how these items work and how the taxes and fees woven into these vehicles can affect your bottom line. You will get an overview of : Stocks, bonds, and mutual Funds - What's the difference?; Tax considerations - the ultimate loophole; Understanding fees; Common financial myths; Overcoming obstacles to creating wealth; Exit strategies - How these vehicles can affect your legacy.

  • Registration Code= 201705 50198
  • Meeting Dates= 02/23-02/23
  • Meeting Days= Th
  • Meeting Times= 6:30 p.m. - 8 p.m.
  • Location= Meramec - Social Science Bldg 108
  • Instructor=  STAFF
  • Fees= $ 19.00
Call
314-984-7777
 
  What Everyone Needs to Know About Divorce02/09-02/09  

This course will deliver the legal, emotional and financial issues of divorce in a logical yet compassionate way. With the guidance of trained professionals, workshop participants gain greater understanding of the confusing and challenging divorce process. The more information and support you have, the better the decisions you'll make for yourself and your family, leading to a more hopeful future. This course will be taught by a divorce attorney, a mental health professional and a Certified Divorce Financial Analyst.

  • Registration Code= 201705 50029
  • Meeting Dates= 02/09-02/09
  • Meeting Days= Th
  • Meeting Times= 6 p.m. - 9 p.m.
  • Location= Meramec - Social Science Bldg 109
  • Instructor=  STAFF
  • Fees= $ 29.00
Call
314-984-7777
 
FINC:735 Where Does All My Money Go? Gain Control of Your Finances04/08-04/08  

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.

  • Registration Code= 201705 50283
  • Meeting Dates= 04/08-04/08
  • Meeting Days= Sa
  • Meeting Times= 9 a.m. - 1 p.m.
  • Location= Meramec - Social Science Bldg 109
  • Instructor= Tiffany Smith
  • Fees= $ 35.00
Call
314-984-7777