Financial & Estate Planning in Retirement Books and Materials

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.

Program Schedule

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

Boca Raton Campus Afternoon

  • January 16, 23 and 30, 2019, 1:00pm - 4:00pm
    Register Now
  • February 6, 13 and 20, 2019, 1:00pm - 4:00pm
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  • February 27, March 6 and 13, 2019, 1:00pm - 4:00pm
    Register Now

Boca Raton Campus Evening

Jupiter Campus Afternoon

  • January 17, 24 and 31, 2019, 1:00pm - 4:00pm
    Register Now
  • February 7, 12 (Tuesday) and 21, 2019, 1:00pm - 4:00pm
    Register Now
  • February 28, March 7 and 14, 2019, 1:00pm - 4:00pm
    Register Now

Davie Campus Afternoon

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

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