Financial & Estate Planning in Retirement

Books and Material

What You Will Receive:

  • Course Workbook
    A practical and comprehensive study aid, with examples and exercises, to support your learning and retention of everything covered. It is a priceless reference especially prepared to simplify the concepts of personal money management.
  • Personal Financial Plan
    As a participant, you will be delighted to receive this complimentary personal financial plan prepared by a CERTIFIED FINANCIAL PLANNER (CFP®) professional.

These courses are for educational purposes only. Florida Atlantic University cannot be held liable for any decision made or action taken after participation in the course.

Financial & Estate Planning in Retirement

Program Schedule

Courses are conveniently offered at either the FAU Boca Raton OR Jupiter Campus!

Boca Raton Campus Afternoon

Boca Raton Campus Evening

Jupiter Campus Afternoon

  • October 4, 11 and 18, 2018, 1:00pm - 4:00pm
    Register Now
  • October 25, November 1 and 8, 2018, 1:00pm - 4:00pm
    Register Now

Program Details

  • Format:
    • Wednesdays (Boca Raton)
    • Thursdays (Jupiter)
  • Hours: 9 / 0.9 CEUs
  • Time: 1:00 p.m. - 4:00p.m. or  6:30 p.m.- 8:45 p.m.
  • Sessions: 3
  • Fee: $149.00 including material and parking fees
  • Location: Boca Raton Campus

Contact Us

Robert Munoz
Program Coordinator

phone: (1-800) 584-4723 -or-
(561) 297-2571
map: BU (86) 203

© Last Updated5/16/18