Financial & Estate Planning in Retirement Program – 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, Davie Campus OR Online!
Online
- TBA
Boca Raton Campus Afternoon
- Jan. 17, 24 and 31 | 1:00pm - 4:00pm | Register Now
- Feb. 7, 14 and 21 | 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. - 4:00 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
email: rmunoz@fau.edu
map: BU (86) 203