Retirement Planning

Retirement Planning

Personal Enrichment

Offered through Continuing Education

@ Forest Park | Meramec | Wildwood | South County Education Center

Taught by industry experts, you’ll learn about estate planning, living trusts, wills and estate settlement when a loved-one passes away.

Program Coordinator

Continuing Education

Phone

314-984-7777

Register and pay online now

Registration opens Aug. 6 for all classes except Ageless Learning Seminars, which open Aug. 20.

Call 314-984-7777 to register for fall classes by phone or click the button above to register and pay online.



NEW! The 4 M's-The Keys to Comprehensive Retirement Income

Innovative retirement solutions are not easily developed or understood. Retirees have a small margin for error and may be hypersensitive to losses due to the potential impact on income streams. In this class, we will define four solutions to develop comprehensive retirement income. MAXIMIZING current cash flow, especially in the early years of retirement, MAINTAINING your standard of living, MINIMIZING cash-flow risk, and MINIMIZING short and long-term principal erosion. The key to comprehensive retirement income is exploring how the 4Ms are connected and balancing them to create personalized solutions. All course materials will be supplied for this two-session training.
FINC:705 | $35 | Age 60+: $35
F04 | Tu 6 pm-8 pm | James Ingram | Sep 25-Oct 2 | MC - SO, 204

Managing Cash Flow in Retirement

Living in retirement is all about the cash flow, not the pile of cash. Class will focus on retirement income planning and threats to cash flow during your retirement years. Review will cover real life case studies including retiree health care costs and the impact of taxes and withdrawal rates on investment account longevity.
FINC:736 | $25 | Age 60+: $25
F02 | W 7 pm-9 pm | Steve Glazer | Sep 26 | MC - SO, 108

Retirement University

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 preparation 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. decumulation, the sequence of returns risk, long term care and Medicare options and will give you the tools to design your own strategy. Learn about the final stage of your financial life through discussion of wills, trusts, estate and tax efficient legacy planning. Handouts will be provided.
FINC:736 | $59 | Age 60+: $59
F03 | Tu 6 pm-8 pm | Andrew Hall | Sep 18-Oct 2 | STLCC-SC, 118

Understanding Retirement Healthcare and Social Security

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. 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.
FINC:736 | $25 | Age 60+: $25
F01 | W 7 pm-9 pm | Steve Glazer | Sep 12 | MC - BA, 115

 

Social Security Benefits

NEW! Taxation Strategies to Maximize your Social Security Benefits

With numerous law changes over the last couple of years, Social Security has become a hot button issue. This course reviews the ins and outs of Social Security, in particular the planning that revolves around it as a major portion of a majority of American's retirement. Taught by a CPA, this course shows you how to maximize your benefit by leveraging the tax strategies, claiming strategies, and overall retirement strategies available to you. Furthermore, it reviews all the rules and regulations around spousal, widow, minor, and disability claiming strategies, and ultimately aims to teach you how to maximize your life-long benefit, while paying the government less and receiving more.
FINC:736 | $25 | Age 60+: $25
F04 | Th 6:30 pm-8 pm | Andrew Hall | Sep 27 | MC - SO, 109

Social Security Benefits America Series: Guide to Spousal and Survivor Benefits

What challenges will a spouse or survivor face in the retirement years? Learn about Spousal Benefits, Widow's Benefits and Divorced Spouse Benefits. Class offered by the Social Security Administration. The session is free but registration is required.
SENR:766 | NO FEE
F05 | Tu 1 pm-3 pm | Nov 13 | WW, 102B
NOTE: Class has been moved from room 208 to 102B.
F06 | Th 1 pm-3 pm | Nov 15 | FP - SC, 31

Social Security Benefits America: Medicare and Medicare Drug Programs

Are you confused about Medicare? Get your questions answered by a Social Security Representative and a Medicare Expert. In this session you will learn the 10 things you need to know about the new Medicare cards, other health plans and prescription drug companies, Part A, Part B and Part D of Medicare. The session is free but registration is required.
SENR:766 | NO FEE
F01 | Tu 1 pm-3 pm | Sep 11 | WW, 102A
F02 | Th 1 pm-3 pm | Sep 13 | FP - SC, 31

Social Security Benefits America: Retirement How Do You Qualify for Benefits

How do you qualify for retirement benefits? Learn how to estimate your benefits using the online retirement estimator. You will learn the rules for working and receiving benefits and find out about benefits for family members and Medicare enrollment periods. Class offered by the Social Security Administration. The session is free but registration is required.
SENR:766 | NO FEE
F03 | Tu 1 pm-3 pm | Oct 9 | WW, 226
F04 | Th 1 pm-3 pm | Oct 11 | FP - SC, 31

We have more! Find additional Medicare courses in Caregiving at Home, Ageless Learning Seminars and Retirement Planning.

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