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

Boca Raton Campus Evening

Jupiter Campus Afternoon

Davie Campus Afternoon

  • February 26, March 5 and 12, 2019, 1:00pm - 4:00pm
    Register Now
  • March 26, April 2 and 9, 2019, 1:00pm - 4:00pm
    Register Now
  • April 30, May 7 and 14, 2019, 1:00pm - 4:00pm
    Register Now

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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