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!


  • TBA

 Boca Raton Campus Afternoon

Davie Campus Afternoon

  • TBA

Program Details

  • Format: Wednesdays (Boca Raton)
  • Hours: 9 / 0.9 CEUs
  • Time: 1:00 p.m. - 4:00 p.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
map: BU (86) 203