Retirement and Estate Planning

Retirement and Estate Planning

Personal Enrichment

Offered through Continuing Education

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 for retirement courses

Summer 2018 registration has started! Call 314-984-7777 to register by phone or click the button above to register and pay online.

Introduction to Estate Planning

You don’t have to be a millionaire to have an estate. Your estate covers consists of everything you own of value - home, cars, cash, clothing and furniture, investment, retirement accounts, pensions and items you have accumulated throughout your lifetime. You’ll gain a better understanding of estate planning including: death and estate taxes; wills and trusts; probate; choosing an executor, lifetime giving exclusion, marital deductions and tax-free inheritance. Become better prepared to discuss your estate planning issues with your professional advisors and learn how to preserve and manage your assets to avoid expensive delays and legal challenges. Senior discount does not apply.
FINC:710 | $25
S01 Tu 7-8:30 p.m. Andrew Hall
June 12 FP - G Tower, 115

Preparing Your Estate Plan

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. Senior discount does not apply.
FINC:710 | $35
S02 Tu 6:30-9 p.m. Margie Bittner/Kathy Gmelich
June 19 MC - SO, 204

Estate Planning: Living Trusts

Everyone wants to do estate planning for control of their assets and for a legacy to loved ones. Course covers various ways to estate plan, avoid probate, avoid guardianships and reduce or eliminate estate taxes. Find out why a living trust may be the best solution. Taught by an attorney.
FINC:710 | $35 | SR $30
S03 Tu 7-9 p.m. Jacquelynn Capriano
June 12 MC - SO, 108

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. 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. Senior discount does not apply.
FINC:736 | $25
S01 Tu 7-9 p.m. Steve Glazer
June 19 WW, 208
S02 Tu 7-9 p.m. Steve Glazer
June 12 MC - SO, 204

Retirement Income Planning

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.” Senior discount does not apply.
FINC:736 | $25
S03 Tu 7-9 p.m. Steve Glazer
June 26 MC - SO, 204

At the time of registration, adults 60 years and older may enroll in select courses for the reduced fee shown as the "SR" price. Reduction will be calculated at check-out in the online system.

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