Financial & Estate Planning in Retirement

Program Topics

Risk and Investing

  • Cash Reserves
  • Fixed Income Investments
  • Equity Investments
  • Life Insurance
  • Whole Life
  • Variable Life
  • Guaranteed Universal Life
  • Second to Die

Types of Investments

  • Immediate Pay Annuities
  • Fixed Annuities
  • Mutual Funds
  • Variable Annuities
  • Index Annuities
  • Managed Accounts
  • Bonds
  • Government Obligations
  • FDIC Protection
  • Investment Strategies
  • Municipal Bond Alternatives
  • CD Alternatives
  • Preserving Bond Principal as Interest rates rise
  • Split Annuity Concept
  • Annuitization
  • Tax Exclusion Ratios
  • Bucket Theory of Investing
  • Income Arbitrage

Investment Tax Planning

  • Avoid Florida Intangible Tax
  • Avoid Alternative Minimum Tax
  • Minimize or Eliminate Taxes on Social Security Benefits
  • Converting IRA's into Income and Estate Tax Free Assets
  • How to Benefit from New Tax Law
  • Retirement Planning
  • Maximization of Pension Benefits
  • Profit Sharing and 401K vs. IRA's
  • Joint and Survivor vs. Life Only Options
  • Lump Sum Distributions
  • Net Unrealized Appreciation

IRAs

  • Minimum Required Distributions
  • New Regulations
  • Revocable Trust as Beneficiary of IRA
  • Income in Respect of a Decedent
  • Roth Conversions Eliminating the 5 year Rule at time of conversion
  • Stretch IRA's
  • Advanced Estate Planning
  • Elimination of Probate
  • Reduce or Eliminate Estate Taxation
  • Alternatives to Standard Estate Planning
  • Bloodline Planning
  • Wealth Transfer Strategies
  • Leveraging the Generation Skipping Exclusion

Long Term Care

  • Medicare Myth
  • Medicaid Planning
  • Do you need Long Term Care Insurance
  • Analyzing LTC Insurance Policies

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. – 8:45p.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