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.


Program Schedule

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

Davie Campus Afternoon

Boca Raton Campus Afternoon

Boca Raton Campus Evening

Program Details

  • Format:
    • Tuesdays (Davie)
    • 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: Davie, Boca Raton and Jupiter Campuses


Contact Us

Robert Munoz
Program Coordinator

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