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Retirement Planning

Personal Enrichment

Offered through Continuing Education

@ Online

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

Program Contact

Continuing Education

Phone

314-984-7777

Register online now

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

NEW! Retirement Planning Today

In this class, we will create goals for what a successful retirement looks like for you. You will learn how to leverage five investment strategies to minimize risk and maximize returns as well as using the new tax laws to your advantage. All course materials will be supplied for this two-session training.
FINC:736 | 2 sessions | $39 AGE 60+ | $39 REG
P08 Tu 6:30-8:30 p.m. | Mark Ralfs
Jan. 21-28 | MC-BA, 120
P09 W 6-8 p.m. | Jason Ingram
Jan. 22-29 | FP-G, 327
P10 Th 6:30-8:30 p.m. | Jason Ingram
Jan. 23-30 | WW, 208
P12 Tu 6:30-8:30 p.m. | Mark Ralfs
March 3-10 | WW, 204
P11 W 6:30-8:30 p.m. | Jason Ingram
March 4-11| MC-BA, 203
P13 Th 6:30-8:30 p.m. | Jason Ingram
March 5-12 | FP-G, 327

Tax-Free Retirement Strategies

In this class, you will learn about the power of the Roth IRA and how to utilize it to fund your retirement with tax-free withdrawals. All course materials will be supplied for this one-session training.
FINC:736 | 1 session | $39 AGE 60+ | $39 REG
P14 Tu 6:30-8:30 p.m. | Mark Ralfs
Feb. 11 | FP-G, 327
P15 W 6:30-8:30 p.m. | Jason Ingram
Feb. 12 | WW, 220
P16 Th 6:30-8:30 p.m. | Jason Ingram
Feb. 13 | MC-BA, 114

NEW! IRAs: Tax Time Bombs

Tax Act and Jobs Act of 2017 opens a window for you! Learn how to use it in your retirement and maximize your income. Class taught by a financial advisor.
FINC:736 | 2 sessions | $39 AGE 60+ | $39 REG
P20 Tu 6:30-8:30 p.m. | Mark Ralfs
Feb. 18-25 | WW, 202
P21 W 6:30-8:30 p.m. | Mark Ralfs
Feb. 19-26 | FP-G, 323
P22 W 6:30-8:30 p.m. | Jason Ingram
Feb. 20-27 | MC-BA, 203

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 you 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
P03 Tu 6-8 p.m. | Andrew Hall
Feb. 18-March 3 | MC-SO, 107

NEW! Retirement Exit Strategy

You have compiled a lifetime of assets. Now what? Explore strategies to live the retirement you earned. Topics include tax strategy and how to minimize taxation over the course of not only your life, but your heirs’ lives as well; estate planning and passing money on as efficiently as possible, eliminating probate and reducing taxation; income stream analysis to determine the sources and timing of money to take from in order to reduce longevity risk and unnecessary taxes; social security maximization strategies, spousal benefit planning and more.
FINC:736 | 1 session | $39 AGE 60+ | $39 REG
P02 Th 6-8 p.m. | Andrew Hall
Feb. 27 | FP-G, 327
P01 Th 6-8 p.m. | Bernie Wrezinski
March 5 | MC-SO, 109
P04 Th 6-8 p.m. | Andrew Hall
March 12 | STLCC-South County, 104

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. You will 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
P05 W 7-9 p.m. | Steve Glazer
April 8 | MC-SO, 109
P06 W 7-9 p.m. | Steve Glazer
April 15 | WW, 204

Managing Cash Flow in Retirement

Living in retirement is all about the cash flow, not the pile of cash. Learn about retirement income planning and threats to cash flow during your retirement years. Real life case studies will explore retiree health care costs and the impact of taxes and withdrawal rates on investment account longevity.
FINC:736 | 1 session | $29 AGE 60+ | $29 REG
P07 W 7-9 p.m. | Steve Glazer
May 6 | MC-BA, 116

We have more!

Interested in tips and resources on Social Security benefits? Be sure to check out our "Social Security Benefits America" section on the Ageless Learning Seminars page.


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