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Investments and Financial Planning

FINC:710 An Introduction to Estate Planning: Wills04/22-04/22  

We all know that everyone needs a simple will. In addition to settling our affairs and saving the expense and delay of probate, we can ensure the care of our minor children. But most of us are too busy and this important task falls to the bottom of our to-do list. Don't do it wrong, and don't spend a lot of time or money to do it right. Taught by an attorney, this class will address the basics of a will.. Cost for adults 60 and over $22.00.

  • Registration Code= 201505 50713
  • Meeting Dates= 04/22-04/22
  • Meeting Days= W
  • Meeting Times= 6 p.m. - 8 p.m.
  • Location= Forest Park - G Tower 115
  • Instructor= CE Org Staff
  • Fees= $ 35.00
Call
314-984-7777
 
FINC:705 Annuities Explained : Understanding the Basics04/02-04/02  

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. Itís wise to ask questions in advance of an annuity purchase. This introductory class will give you all the basic information you need youíll 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 $9.50.

  • Registration Code= 201505 50372
  • Meeting Dates= 04/02-04/02
  • Meeting Days= Th
  • Meeting Times= 6 p.m. - 8 p.m.
  • Location= Meramec - Communications North 203
  • Instructor=  STAFF
  • Fees= $ 19.00
Call
314-984-7777
 
FINC:710 Estate Planning: Living Trusts03/03-03/03  

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= 201505 50416
  • Meeting Dates= 03/03-03/03
  • Meeting Days= T
  • Meeting Times= 7 p.m. - 9 p.m.
  • Location= South Co Edu Univ Center 104
  • Instructor= STLCC Staff
  • Fees= $ 35.00
Call
314-984-7777
 
  Estate Planning: Living Trusts04/20-04/20  

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= 201505 50415
  • Meeting Dates= 04/20-04/20
  • 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:701 Financial Workshop: Your Source for Financial Education03/24-04/14  

Financial education is a critical step in helping you achieve your financial goals. This workshop offers a variety of practical investing topics presented in an easy, open format. You will gain a good understanding of the key principles of saving and investing along with strategies to help you reach your long term goals. Topics include the basics of stocks, bonds and mutual funds, the importance of asset allocation, making sense of retirement, preparing for the unexpected, tax-free investing, and managing financial risk. Bring a 2"- 3 ring binder to class.. Cost for adults 60 and over $29.50.

  • Registration Code= 201505 50377
  • Meeting Dates= 03/24-04/14
  • Meeting Days= T
  • Meeting Times= 7 p.m. - 9 p.m.
  • Location= Meramec - Social Science Bldg 108
  • Instructor=  STAFF
  • Fees= $ 59.00
Call
314-984-7777
 
FINC:705 Foundations of Investing03/05-03/05  

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 $12.50.

  • Registration Code= 201505 50378
  • Meeting Dates= 03/05-03/05
  • Meeting Days= Th
  • Meeting Times= 6 p.m. - 9 p.m.
  • Location= Meramec - Communications South 104
  • Instructor=  STAFF
  • Fees= $ 25.00
Call
314-984-7777
 
FINC:710 General Estate Planning: Wills, Trusts and Avoiding Probate04/13-04/13  

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= 201505 50447
  • Meeting Dates= 04/13-04/13
  • 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 Probate02/23-02/23  

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= 201505 50446
  • Meeting Dates= 02/23-02/23
  • 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
 
FINC:765 Paying for Long Term Care, Obtaining Medicaid and Veteran's Benefits04/06-04/06  

Paying for long term care is a problem facing a lot of senior citizens. This course will cover the benefits available through Medicaid and through the Veterans Administration (for veterans and their spouses). You'll learn about eligibility requirements as well as techniques and strategies to become eligible. Class is designed for seniors who are facing such costs, or worrying about the future costs, as well as family members who are providing care for their parents. Taught by an elder care and accredited VA attorney. Cost for adults 60 and over $9.50.

  • Registration Code= 201505 50414
  • Meeting Dates= 04/06-04/06
  • Meeting Days= M
  • Meeting Times= 7 p.m. - 9 p.m.
  • Location= South Co Edu Univ Center 104
  • Instructor= STLCC Staff
  • Fees= $ 19.00
Call
314-984-7777
 
FINC:714 Preserving Capital and Making it Grow: A Winning Strategy for Good Times and Bad02/28-03/07  

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= 201505 50112
  • Meeting Dates= 02/28-03/07
  • 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 Income Planning04/22-04/22  

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 $9.50.

  • Registration Code= 201505 50364
  • Meeting Dates= 04/22-04/22
  • Meeting Days= W
  • Meeting Times= 7 p.m. - 9 p.m.
  • Location= Meramec - Social Science Bldg 107
  • Instructor=  STAFF
  • Fees= $ 19.00
Call
314-984-7777
 
  Retirement Roadblocks: Mistakes Retirees Often Make04/29-04/29  

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 $9.50.

  • Registration Code= 201505 50365
  • Meeting Dates= 04/29-04/29
  • Meeting Days= W
  • Meeting Times= 7 p.m. - 9 p.m.
  • Location= Meramec - Social Science Bldg 107
  • Instructor=  STAFF
  • Fees= $ 19.00
Call
314-984-7777
 
FINC:765 Role Reversal - Your Aging Parents and You03/30-03/30  

You've heard the term "sandwich generation." You're taking care of yourself, your children, and now, your parents. If you're overwhelmed by this prospect, the time and money you will spend and the potential stress it can put on your family you are not alone. Join Laura Boedges of Rogers & Company for this helpful seminar specifically designed to give you tools for managing your new role proactively. Cost for adults 60 and over $9.50.

  • Registration Code= 201505 50369
  • Meeting Dates= 03/30-03/30
  • Meeting Days= M
  • Meeting Times= 6 p.m. - 8 p.m.
  • Location= Meramec - Social Science Bldg 204
  • Instructor=  STAFF
  • Fees= $ 19.00
Call
314-984-7777
 
  Tax Strategies02/25-02/25  

This workshop addresses basic tax planning information to help individuals plan in a tax-efficient manner. It includes information on record keeping, tax law changes, state and local taxes, tax credits and tax-deferred programs. Cost for adults 60 and over $9.50.

  • Registration Code= 201505 50360
  • Meeting Dates= 02/25-02/25
  • Meeting Days= W
  • Meeting Times= 7 p.m. - 9 p.m.
  • Location= Meramec - Social Science Bldg 107
  • Instructor=  STAFF
  • Fees= $ 19.00
Call
314-984-7777
 
  Understanding Life Insurance03/25-03/25  

This workshop addresses the factors to consider in determining how much life insurance employees may need, an overview of the different types to consider, and its multiple uses. Cost for adults 60 and over $9.50.

  • Registration Code= 201505 50362
  • Meeting Dates= 03/25-03/25
  • Meeting Days= W
  • Meeting Times= 7 p.m. - 9 p.m.
  • Location= Meramec - Social Science Bldg 107
  • Instructor=  STAFF
  • Fees= $ 19.00
Call
314-984-7777
 
FINC:736 Understanding Retirement Healthcare and Social Security03/11-03/11  

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 $9.50.

  • Registration Code= 201505 50361
  • Meeting Dates= 03/11-03/11
  • Meeting Days= W
  • Meeting Times= 7 p.m. - 9 p.m.
  • Location= Meramec - Social Science Bldg 107
  • Instructor=  STAFF
  • Fees= $ 19.00
Call
314-984-7777
 
  Understanding Retirement Healthcare and Social Security04/08-04/08  

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 $9.50.

  • Registration Code= 201505 50363
  • Meeting Dates= 04/08-04/08
  • Meeting Days= W
  • Meeting Times= 7 p.m. - 9 p.m.
  • Location= Wildwood Building 202
  • Instructor=  STAFF
  • Fees= $ 19.00
Call
314-984-7777
 
FINC:710 Your Responsibilities as an Estate Executor04/21-04/21  

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= 201505 50440
  • Meeting Dates= 04/21-04/21
  • Meeting Days= T
  • Meeting Times= 6 p.m. - 8 p.m.
  • Location= Forest Park - G Tower 113
  • Instructor= CE Org Staff
  • Fees= $ 35.00
Call
314-984-7777