Broker Check

Insurance, Tax, Financial & Estate Planning

(636) 720-1900

Securus Senior Planning Solutions BBB Business Review

Client Login

Classes


Estate Planning and Financial Survival for Retirement

Learn Proven Financial Techniques for Living a Successful Retirement Lifestyle

Class Information

Dates: October 23th & 30th, 2018. Time: 6:30-9pm
If you're retired or nearing retirement, this course teaches fundamental principles of financial planning that can help you retire with the lifestyle you desire.
For more information or to enroll, call:
636-720-1900.

Class Topic Covered

  • NEW: Discuss Key Provisions from the Tax Cuts & Jobs Act and its Impact on Tax Planning
  • Create a Retirement Plan in These Uncertain Economic Times
  • Increase Income Certainty in Retirement
  • Plan for the Threat of Healthcare Catastrophe
  • Protect Your Life's Savings from Investment Mistakes
  • Reduce Taxes on IRA/401K Distributions
  • Maximize Social Security Income
  • Understand Common Mistakes Made with Trusts, Wills, & Powers-of-Attorney
  • DOWNLOAD CLASS SYLLABUS

Two-Part Class

Dates: October 23th and 30th, 2018
Time: 6:30 PM - 9:00 PM

Cost: $49 per couple.
For More Information:
636-720-1900

Location:
Lafayette High School
17050 Clayton Rd

FRANCIS HOWELL SCHOOL DISTRICT

FINANCIAL COMMUNITY EDUCATION CLASSES

The Francis Howell School District's Community Education Program is designed to enrich the lives of FHSD citizens by providing quality, affordable educational opportunities and activities for the adults in our community. The Community Education Program is paid for by participant registration fees.

Register Online at http://tinyurl.com/fhsdcommunityed.

Understanding Medicare

DATE: October 2, 2018

TIME: 6:30 - 8:00 PM

LOCATION: FHSD Administration Building Board Room, 4545 Central School Road

COST: $5.00 per participant

Medicare is a federal system of health insurance available for people age 65 and older and under age 65 with certain disabilities. Learn more about medicare basics:

  • Medicare options
  • Differences between Medicare A, B, C, and D
  • Whether you qualify to get your Part B Premium paid for by Medicare
  • Taking part in Medicare Part B while still working
  • How Missouri Rx Plan works

Special Needs Planning

DATE: October 9, 2018

TIME: 6:30 - 8:00 PM

LOCATION: FHSD Administration Building Board Room, 4545 Central School Road

COST: $5.00 per participant

Secure your family's future and plan for the lifelong needs of family members with disabilities. This session will cover:

  • How to provide the means to give your family member a quality of life beyond what government benefits provide
  • Ensuring you do not have to intentionally disinherit your loved one
  • Creating a set of legally binding instructions as to who takes care of your loved one after you are gone

Retirement Planning

DATE: March 7, 2019

TIME: 6:30 - 8:00 PM

LOCATION: FHSD Administration Building Board Room, 4545 Central School Road

COST: $5.00 per participant

Achieving the dream of a secure, comfortable retirement is much easier when you manage your finances and plan well. In this class, participants will learn:

  • Essentials of retirement planning
  • The purpose of your money (e.g. liquid dollars, income planning, savings/investment, legacy methods)
  • How to prevent outliving your money
  • How to protect your life savings from investment mistakes