Financial & Estate Planning in Retirement Program Topics

Retirement Planning Overview

  • The changing face of retirement
  • Key questions and considerations
  • Traditional IRAs
  • Roth IRAs
  • Tax-deferred annuities
  • Common retirement planning mistakes

 Retirement Income Planning

  • Key Decision Points
  • Sources of Retirement Income
  • Strategies to avoid outliving your money
  • Tax Advantaged Investments
  • Required Minimum Distributions
  • Stretch IRAs
  • Pension Maximization
  • Roth Conversions

Social Security

  • How much will you receive
  • Working while taking benefits
  • Taxation of Social Security
  • Spousal Benefits 

Investments

  • Why Invest?
  • Impact of inflation on purchasing power
  • Risk and Return
  • Managing Risk
  • Bonds
  • Stocks
  • Mutual Funds
  • Exchange Traded Funds
  • Dollar Cost Averaging
  • Asset Allocation
  • Tax Deferred Annuities
  • Bucket Theory of Investing

Tax Planning

  • Strategies to save money on taxes
  • Tax Rates
  • Investment Taxes
  • Tax Advantaged Investments
  • Net Unrealized Appreciation
  • NEW TAX LAWS INCLUDED
     

Planning for Long-Term Care

  • Why Plan?
  • Costs of long-term care
  • Putting together a plan
  • Insurance features and benefits

Estate Planning

  • Key Documents
  • Planning for Incapacity
  • Wills
  • Probate
  • Taxes
  • Trusts: Types and Benefits
  • Gifting
  • Charitable Planning
  • Bloodline Planning

 

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. – 8:45p.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

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