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

  • February 4, 11 and 18, 2020, 1:00pm - 4:00pm
    Register Now
  • March 3, 12 (Thursdays) and 17, 2020, 1:00pm - 4:00pm
    Register Now

Boca Raton Campus Afternoon

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

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