Financial & Estate Planning in Retirement

Program Benefits


This 9 hour course on managing financial resources will teach you to:

  • Properly earmark your assets in order to help realize your goals.
  • Reduce income tax on investments and social security.
  • Target the best long-term care protection suitable for your needs.
  • Utilize the tactics most advantageous for your estate-planning.
  • Prepare for ongoing opportunities, changes, and challenges in today’s financial market.
  • 21st century investors will need balanced planning in shaping their financial future.

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.
  • 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
email: rmunoz@fau.edu
map: BU (86) 203

© Last Updated5/16/18