Experienced teachers and advisors, Jason Ingram and Mark Ralfs, lead evening adult education classes through Osher Lifelong Learning Institute - MU Extension - University of Missouri Columbia, St. Louis County Community College and St. Charles Community College on a range of retirement-preparedness topics including:
The key to financial literacy is steadily increasing knowledge through well-designed content and expert presentation. In this series of video presentations, advisors Jason Ingram and Mark Ralfs provide a deeper look into essential areas of personal finance.
A truly rich life means much more than financial prosperity. It means crafting a life with purpose and intention. Our podcast guests come from diverse backgrounds, professions, areas of expertise and passions, yet they all have one thing in common: an aspiration to live their lives richer, by design.
July 15, 2020 - Thayer Willis, “The Next Chapter of You”
Ms. Willis is an acclaimed consultant and counselor who specializes in helping those who are confronted with this question: “I have the money to do whatever I want now, but what do I want to do?” This intimate presentation (limited to 30 attendees) will explore strategies for early retirees or inheritors of substantial wealth as they seek a new chapter in their lives with meaning and personal fulfillment.
September 11, 2020 - 2nd Annual Family Wealth Symposium
(NOTE: Because of safety concerns relating to the COVID-19 pandemic, this event will be held virtually.) For our second Family Wealth Symposium, our theme is Generation to Generation. We have assembled an internationally-respected slate of speakers to address such issues as intergenerational communications on wealth, multigenerational planning, family offices and torch-passing.