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Financial & Estate Planning in Retirement

Congratulations on preparing for your financial future, the first step to taking control of your financial life!

The Financial and Estate Planning in Retirement Program, offered by Florida Atlantic University’s College of Business Executive Education has the answers you need to actively take control of your financial future.

 

Program Objectives

A three-day educational seminar, the Financial and Estate Planning in Retirement Program 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 understand the decisions you need to make to meet your financial objectives.

You will also have the opportunity to invite a guest or your spouse, FREE of charge, to attend with you!

(Guest attendance is free of charge; however additional sets of materials are available at a charge of $20 per set.)

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

Instructional Method and Format

Instructor-led by qualified Certified Financial Planner (CFP® ) professors

A blended-learning approach which includes in-class lectures, homework assignments, and a one-on-one private financial planning review.

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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