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Finance and Investments

Personal Enrichment

Offered through Continuing Education

@ Forest Park | Meramec | Wildwood | South County

Increase your knowledge of finance and investing with classes that explore stocks and bonds, identity theft and keeping track of your money.

Program Contact

Continuing Education

Phone

314-984-7777

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Please call 314-984-7777 to register for classes by phone, or click the button above to register and pay online.

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Class schedules provided below may change.

It happens every so often: classes are rescheduled, moved to a different classroom, etc. Want to see the most up-to-date information? Simply follow the orange button above to view current class details.

Unless otherwise specified in the course description, registration for online classes closes three business days prior to the class start date.

Finance and Investments, general

Paying for Long Term Care: Alternative Funding Options

What is long term care (LTC) and how do you pay for it? If you have ever experienced a friend or family member who has needed long term care, you understand the costs associated with providing this assistance. The question is how to pay for it without having to purchase LTC insurance. Learn about alternative financial programs that can be used to pay for LTC instead of buying a specific insurance policy.
FINC-746 | 1 session | $29 AGE 60+ | $29 REG
S01 W 7-9 p.m. | Steve Glazer
May 20 | MC-SO, 109

Tax and Estate Planning

Uncover long-term, multi-generational tax strategies aimed at saving significant money through retirement and beyond. New tax law changes of 2018 have significantly impacted the tax strategies many pre-retirees can utilize to maximize their income, pay less taxes over the course of their lives, and pass their estate on as efficiently as possible. Examine those changes and take a dive into qualified versus non-qualified monies, insurance, wills and trusts, and advanced tax strategies to maximize your long term plan.
FINC-710 | 1 session | $35 AGE 60+ | $35 REG
S01 Tu 6-8 p.m. | Andrew Hall
May 26 | FP-G, 325

Social Safety

Do you like to travel? Are you socially connected on the internet? Do you leave your home unattended? In this interactive class led by a private investigator, learn the dos and don’ts of social behavior and how to recognize con games and dangerous situations. Includes open discussion about situations you have experienced and scenarios of possible risk.
FINC-765 | 1 session | $21.50 AGE 60+ | $29 REG
S01 Sa 10 a.m.-noon | Cheryl Ring Mantinband
June 6 | MC-SO, 109

Understanding the Secure Act

The new Secure Act Legislation passed in 2019 changed how retirement, estate and tax plans work. The law not only affects current employer-sponsored savings plans, but more importantly impacts access to lifetime savings and the taxation of funds. Learn the ins and outs of the act and strategies to help keep liquidity, use and control over money while mitigating taxation.
FINC-765 | 1 session | $29 AGE 60+ | $29 REG
S02 Tu 6-8 p.m. | Andrew Hall
June 9 | MC-SO, 206

Understanding Wall Street

Understanding how stocks, bonds, mutual funds and the various financial vehicles of Wall Street function are 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 includes how taxes and fees woven into these vehicles can affect your bottom line. Gain an overview of differences between stocks, bonds and mutual funds; tax considerations (the ultimate loophole); fees; common financial myths; how to overcome obstacles in order to create wealth; and ways exit strategies can affect your legacy.
FINC-765 | 1 session | $29 AGE 60+ | $29 REG
S03 Th 6-8 p.m. | Andrew Hall
June 18 | STLCC-South County, 103

Foundations of Investing

Are you just getting started with personal investing or want to learn more to communicate better with your financial advisor? Learn the basics of investing including key features of bonds, stocks and mutual funds; the investment pyramid and importance of asset allocation; how to set smart financial goals; risk tolerance and portfolio objectives that are right for you; and the impact of inflation and tax diversity on your long-term goals.
FINC-705 | 2 sessions | $39 AGE 60+ | $39 REG
S01 Tu 6-9 p.m. | Margie Bittner
July 7 – July 14 | MC-SO, 112

Identity Theft Seminar

If you use a credit card, have a checking account, or use the internet, it is important to be aware of the latest scams. It can take months and cost more than $1,000 to recover and clean up your identity and credit, but only two hours to learn how to prevent it. Through this informative example-based class, learn why people lie; how to detect deception and scams; what to do if you become a victim; and free investigative resources to use at home. Don’t get scammed!
FINC-765 | 1 session | $21.50 AGE 60+ | $29 REG
S04 Sa 10 a.m.-noon | Cheryl Ring Mantinband
July 18 | MC-SO, 108

Real Estate

Home Selling: Your Guide to a Successful Sale

If you’ve never sold a home before—or even if you have, but it’s been a while—it’s important to know your marketing options. Learn what to expect from the home selling process, ways to add impact and value to your home for top-dollar offers, how to use knowledge of competition in your area to determine a realistic selling price, the pros and cons of “for sale by owner” and how to find the right agent to sell your house. In one evening, learn insider tips that can get you the best deal for your home!
REAL-702 | 1 session | $19 AGE 60+ | $25 REG
S01 Th 7-9 p.m. | Jill McCoy
May 28 | WW, 222

The Upside of Downsizing

We accumulate a lot of things over the years, but eventually the extra stuff needs to go! Whether it’s choosing a simpler lifestyle, empty-nesting or entering independent living, downsizing can seem overwhelming in the beginning. Which comes first, getting rid of clutter or getting organized? Listing the house or finding your new home? From paring down the excess to moving to a smaller space, let us help you explore the upside of downsizing!
REAL-765 | 1 session | $13 AGE 60+ | $19 REG
S01 Th 7-9 p.m. | Jill McCoy
June 11 | MC-BA, 122

Leveling Up: Buying vs. Renting, Millennial Edition

Are you a renter who has #goals of buying a home? Hangry for a change but don’t know where to start? Geared toward millennials, join a real estate professional to evaluate the relative costs, benefits and drawbacks of owning versus renting your home to find the best option for your living situation and lifestyle!
REAL-765 | 1 session | $13 AGE 60+ | $19 REG
S02 Th 7-9 p.m. | Jill McCoy
July 23 | STLCC-South County, 118

Buying a Home? Top Home Buying Mistakes to Avoid

“If only we had known...” is the sad tale of too many home buyers. Purchasing a home is the largest investment you’ll ever make. Discover home buying mistakes to avoid and the inside scoop to avoid surprises at closing. Learn what you should know before you purchase, what to expect throughout the process, strategies to obtain the best value, the importance of understanding contracts you sign, getting the right inspections before closing the deal and how to safeguard yourself in any market.
REAL-701 | 1 session | $19 AGE 60+ | $25 REG
S01 Th 7-9 p.m. | Jill McCoy
June 25 | STLCC-South County, 118

Real Estate Investing for Income

True financial wealth is about having the unearned income to finance your life goals without having to work. Based on July 2018 data from the National Council of Real Estate Investment Fiduciaries (NCREIF), private market commercial real estate returned an average of 9.85% over the past five years. The key is to understand what you are buying by having solid knowledge and a good plan. Find out how to plan your investment strategies in order to find true financial wealth!
REAL-712 | 1 session | $23 AGE 60+ | $29 REG
S01 Th 7-9 p.m. | Jill McCoy
July 9 | MC-BA, 122

We have more!

Seeking a career in real estate? Check out our set of classes designed to help you get started in the business.

Retirement Planning

Retirement Plans for Small Business Owners

How can a penny-pinching small business owner save more and protect hard-earned money? Retirement plans provide significant tax advantages and asset protection from general creditors and even from bankruptcy. Whether you have a restaurant, retail store or any service-oriented practice such as doctor, lawyer or contractor, a retirement plan can help you effectively achieve financial stability. Learn simple and inexpensive ways to start a retirement plan for small business owners with or without employees.
FINC-736 | 1 session | $30 AGE 60+ | $39 REG
S01 M 6-9 p.m. | Misook Yu, CFP®
May 18 | MC-SO, 108
S06 Sa 9 a.m.-noon | Misook Yu, CFP®
Aug. 1 | MC-SO, 108

Retirement University

Financial planning is one of the most important aspects in helping you prepare for the future. Learn how to strategically approach retirement during the growth, income/distribution and conservation life stages, helping to avoid retirement roadblocks and mitigate risks in all aspects of your financial life. In-class, step-by-step curriculum helps develop a comprehensive understanding of tax planning strategies, advanced social security planning, wealth accumulation versus (de)cummulation, 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 provided.
FINC-736 | 3 sessions | $59 AGE 60+ | $59 REG
S02 Th 6-8 p.m. | Andrew Hall
May 21 – June 4 | 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?” Prepare for important decisions about your healthcare by understanding your health insurance options. Learn about healthcare decisions to be made before and at retirement including, in easy-to-understand terms, what Medicare does and does not offer. Also learn about Social Security, the original source of guaranteed income for life, including the benefits of delaying distributions, how your Social Security income will be taxed and the little-understood effect of earned income on Social Security benefits.
FINC-736 | 1 session | $29 AGE 60+ | $29 REG
S03 W 7-9 p.m. | Steve Glazer
May 27 | MC-SO, 109
S05 W 7-9 p.m. | Steve Glazer
June 3 | WW, 202

Retirement Income Planning

Make the most of your retirement savings. During this workshop, learn steps to create an income strategy and how to manage five common retirement risks. Explore strategies to make your savings last and to ensure a comfortable retirement by covering both your “needs” and “wants.”
FINC-736 | 1 session | $29 AGE 60+ | $29 REG
S04 W 7-9 p.m. | Steve Glazer
June 10 | MC-SO, 108


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