Financial & Estate Planning in Retirement
Financial & Estate Planning in Retirement
The Financial and Estate Planning in Retirement class at Florida Atlantic University (FAU) in an intensive three-day program designed to empower individuals in retirement or approaching retirement with the knowledge and tools necessary to help secure their financial future and improve their financial well-being.
On Campus
Apr. 10, 17 and 24
1:00pm - 4:00pm
9 Hours - PDUs
0.9 CEUs
3
$149
COURSE BENEFITS
- Gain confidence and knowledge to make educated and informed financial decisions tailored to your retirement
- Learn how to build your own personalized financial plan and investment portfolio crafted to your unique needs and goals
- Understand how to organize and manage your personal financial information effectively
- Equip yourself with strategies to maximize your income, minimize taxes, and preserve assets for the future
- Help you understand the important decisions you will need to make in your retirement planning and how to avoid common mistakes
CURRICULUM DESCRIPTION
- Understand the financial planning process designed for retirement
- Learn how to craft a personalized investment portfolio to suit your goals and risk tolerance
IDEAL CANDIDATE
This course is tailored for individuals in retirement or nearing retirement who aspire to enhance their financial literacy and take control of their financial future with confidence.
Materials are included in Program tuition.
FACULTY
Michael Silver, is a graduate of the University of Alabama’s New College, a highly-selective program that grants admission to only 200 students and offers non-traditional university coursework.
Michael graduated New College with a concentration in financial planning, investments and insurance. In addition to general financial planning he specializes in advanced estate planning, IRA tax and distribution planning, and asset preservation strategies.
Kristopher Moody joined Baron Silver Stevens Financial Advisors as a Wealth Advisor in 2011. Prior to joining the firm, Kristopher worked for First Merit Bank in Ohio. He started his career at the bank working on the trading desk and as a portfolio analyst. He was later promoted to the wealth management division as part of an advisory team serving the bank’s high net worth clients.
At Baron Silver Stevens Financial Advisors, Kristopher is responsible for delivering investment advisory and wealth management services to the firm’s individual clients, businesses, and foundations.
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FAU Executive Education - Financial & Estate Planning in Retirement
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