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Investments and Financial Planning

FINC:735 Bring Balance to Your Budget06/14-06/14  

Sharpen your spending and savings strategies! Learn about: setting personal financial goals; balancing saving, spending and borrowing to achieve your goals; strategies for controlling debt and improving credit scores; and practical savings options for now through retirement.Cost for adults 60 and over $12.50.

  • Registration Code= 201615 60313
  • Meeting Dates= 06/14-06/14
  • Meeting Days= T
  • Meeting Times= 6:30 p.m. - 9 p.m.
  • Location= Meramec - Social Science Bldg 206
  • Instructor=  STAFF
  • Fees= $ 25.00
Call
314-984-7777
 
FINC:705 Foundations of Investing07/12-07/19  

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.Cost for adults 60 and over $19.50.

  • Registration Code= 201615 60312
  • Meeting Dates= 07/12-07/19
  • Meeting Days= T
  • Meeting Times= 6:30 p.m. - 9 p.m.
  • Location= Meramec - Social Science Bldg 109
  • Instructor=  STAFF
  • Fees= $ 39.00
Call
314-984-7777
 
FINC:710 Preparing Your Estate Plan06/23-06/23  

Designed for anyone that 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. Cost for adults 60 and over $18.00.

  • Registration Code= 201615 60311
  • Meeting Dates= 06/23-06/23
  • Meeting Days= Th
  • Meeting Times= 7 p.m. - 9 p.m.
  • Location= Meramec - Social Science Bldg 204
  • Instructor=  STAFF
  • Fees= $ 35.00
Call
314-984-7777
 
FINC:736 Retirement Income Planning06/28-06/28  

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= 201615 60203
  • Meeting Dates= 06/28-06/28
  • Meeting Days= T
  • Meeting Times= 7 p.m. - 9 p.m.
  • Location= Meramec - Social Science Bldg 204
  • Instructor=  STAFF
  • Fees= $ 25.00
Call
314-984-7777
 
  Retirement Planning 10106/21-06/28  

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. Cost for adults 60 and over $25.50.

  • Registration Code= 201615 60499
  • Meeting Dates= 06/21-06/28
  • Meeting Days= T
  • Meeting Times= 6 p.m. - 9 p.m.
  • Location= Forest Park - G Tower 115
  • Instructor= Steven Bailey
  • Fees= $ 49.00
Call
314-984-7777
 
  Retirement Roadblocks: Mistakes Retirees Often Make06/08-06/08  

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= 201615 60198
  • Meeting Dates= 06/08-06/08
  • Meeting Days= W
  • Meeting Times= 7 p.m. - 9 p.m.
  • Location= Wildwood Building 208
  • Instructor=  STAFF
  • Fees= $ 25.00
Call
314-984-7777
 
FINC:735 Ten Steps to Financial Freedom06/14-06/14  

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= 201615 60226
  • Meeting Dates= 06/14-06/14
  • Meeting Days= T
  • Meeting Times= 6 p.m. - 8 p.m.
  • Location= Forest Park - G Tower 113
  • Instructor=  STAFF
  • Fees= $ 19.00
Call
314-984-7777
 
  Ten Steps to Financial Freedom06/21-06/21  

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= 201615 60227
  • Meeting Dates= 06/21-06/21
  • Meeting Days= T
  • Meeting Times= 6 p.m. - 8 p.m.
  • Location= Flo Valley - Business Bldg 125
  • Instructor=  STAFF
  • Fees= $ 19.00
Call
314-984-7777
 
FINC:736 Understanding Retirement Healthcare and Social Security06/21-06/21  

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= 201615 60201
  • Meeting Dates= 06/21-06/21
  • Meeting Days= T
  • Meeting Times= 7 p.m. - 9 p.m.
  • Location= Wildwood Building 208
  • Instructor=  STAFF
  • Fees= $ 25.00
Call
314-984-7777
 
  Understanding Retirement Healthcare and Social Security06/14-06/14  

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= 201615 60199
  • Meeting Dates= 06/14-06/14
  • Meeting Days= T
  • Meeting Times= 7 p.m. - 9 p.m.
  • Location= Meramec - Social Science Bldg 204
  • Instructor=  STAFF
  • Fees= $ 25.00
Call
314-984-7777
 
FINC:765 Understanding Wall Street06/29-06/29  

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. Cost for adults 60 and over $9.50.

  • Registration Code= 201615 60225
  • Meeting Dates= 06/29-06/29
  • Meeting Days= W
  • Meeting Times= 6:30 p.m. - 8 p.m.
  • Location= Meramec - Social Science Bldg 107
  • Instructor=  STAFF
  • Fees= $ 19.00
Call
314-984-7777