Retirement Planning

Personal Enrichment

Offered through Continuing Education

@ Meramec | Wildwood

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

Learn more and 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! Wealth Strategies for Retirement: New Problems Call for New Solutions

This class focuses on unique financial challenges and opportunities today’s retirees are facing. The threat of tax increases and proposed new benefit reduction creates challenges all retirees may face. This course will teach you advanced principles and strategies to help ensure your money lasts. Learn solutions for long-term care and how to plan for the threat of a health care catastrophe. Topics also include all the key financial areas that can help you address financial confidence during your retirement years.
FINC:705 | 4 sessions | $35 AGE 60+ | $35 REG

NEW! Retirement Exit Strategy

You have compiled a lifetime of assets, now what? This course dives into how to live the life that you earned in your post-retirement years. Topics discussed include tax strategy and how to minimize taxation over the course of not only your life, but your heirs’ life as well; estate planning and passing money on as efficiently as possible, eliminating probate and reducing taxation; income stream analysis to determine what sources of money to take from when and why 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

The Keys to Comprehensive Retirement Income: The 4 M’s

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 four M’s are connected and balancing them to create personalized solutions. All course materials will be supplied for this four-session training.
FINC:705 | 4 sessions | $35 AGE 60+ | $35 REG

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 prepare you for every step of the way during the growth, income/distribution and conservation life stages 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. (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 will be provided.
FINC:736 | 3 sessions | $59 AGE 60+ | $59 REG 

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 | 1 session | $25 AGE 60+ | $25 REG

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 | 1 session | $25 AGE 60+ | $25 REG

 Social Security Benefits America

Guide to Spousal and Survivor Benefits

What challenges will a spouse or survivor face in retirement years? Learn about spousal, widow’s and divorced spouse benefits. Class offered by the Social Security Administration. Session is free but registration is required.
SENR:766 | 1 session | NO FEE 

Medicare and Medicare Drug

Are you confused by Medicare? Get your questions answered by a Social Security representative and a Medicare expert. In this session learn about other health plans and prescription drug companies and find out about Parts A, B, and D of Medicare. Session is free but registration is required.
SENR:766 | 1 session | NO FEE 

My SS Account Sign-up

Social Security representatives will provide a brief explanation about “my Social Security” and assist attendees to open a “my Social Security” account online. The session is free but registration is required. Limited registration.
SENR:766 | 1 session | NO FEE

Retirement: Qualify for Benefits?

How do you qualify for retirement benefits? Learn how to estimate your benefits using the online retirement estimator and the rules for working and receiving benefits. Find out about benefits for family members and Medicare enrollment periods. Class offered by the Social Security Administration. Session is free but registration is required.
SENR:766 | 1 session | NO FEE

 

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