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, Davie Campus OR Online!
Online
- TBA
Boca Raton Campus Afternoon
- Oct. 4, 11 and 18, 2023 | 1:00pm - 4:00pm | Register Now
Davie Campus Afternoon
- TBA
Program Details
- Format: Wednesdays (Boca Raton)
- Hours: 9 / 0.9 CEUs
- Time: 1:00 p.m. - 4:00p.m
- Sessions: 3
- Fee: $99.00 including material and parking fees
- Location:Boca Raton
Contact Us
Robert Munoz
Program Coordinator
phone: (1-800) 584-4723 -or-
(561) 297-2571
email: rmunoz@fau.edu
map: BU (86) 203