Financial & Estate Planning in Retirement Program

 

No matter your financial situation, level of financial education, or comfort with finances, Financial & Estate Planning in Retirement offered by Florida Atlantic University’s College of Business Executive Education has the answers you need to actively take control of your financial future.

This three-day course will not only educate you in all areas of personal finance, but also provide you with a personalized financial plan to organize your resources and help you make decisions to meet your financial objectives. Topics covered include retirement planning, social security, investments, tax planning, planning for long-term care, and estate planning.

Register By Phone:

561-297-2571

The registration fee for the three-day course is $149.00. Registrants have the opportunity to invite a guest or spouse, FREE of charge! (Guest attendance is free of charge; however, additional sets of materials are available at a charge of $20 per set.)

 

HOW TO REGISTER:

Step 1: Pick a start date you would like to attend 

Step 2: Register through the online form (click the icons) or by phone 

Don’t see a date you can attend? Check back often for new date and location announcements!

 

 

Boca Raton Campus Evening,

6:00 p.m. – 8:00 p.m.

June 5, 12 & 19, 2024

 

Boca Raton Campus Evening,

6:00 p.m. – 8:00 p.m.

August 7, 14 & 21, 2024

 

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