Executive Education

Financial and Estate Planning in Retirement

Strategic Wealth Management for the Next Chapter

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Financial & Estate Planning in Retirement

The Financial and Estate Planning in Retirement class at Florida Atlantic University (FAU) in an intensive three-day program designed to empower individuals in retirement or approaching retirement with the knowledge and tools necessary to help secure their financial future and improve their financial well-being.


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Dates/Format:

Thurs. / Nov. 5, 12 and 19, 2026 (Jupiter Campus)
On Campus Format
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Times/Hours:

1:00pm - 3:30pm
7.5 Hours / 0.75 CEUs
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Sessions:

3
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Price:

$149

COURSE BENEFITS

  • Gain confidence and knowledge to make educated and informed financial decisions tailored to your retirement
  • Learn how to build your own personalized financial plan and investment portfolio crafted to your unique needs and goals
  • Understand how to organize and manage your personal financial information effectively
  • Equip yourself with strategies to maximize your income, minimize taxes, and preserve assets for the future
  • Help you understand the important decisions you will need to make in your retirement planning and how to avoid common mistakes

"Very engaging! Answered all questions thoroughly, and now I feel more confident."

Victoria Lee

  • Understand the financial planning process designed for retirement
  • Learn how to craft a personalized investment portfolio to suit your goals and risk tolerance
  • Maximize pension and social security benefits to optimize your retirement income
  • Navigate healthcare expenses and strategies for healthcare coverage
  • Learn strategies to generate sustainable income streams during retirement
  • Understand methods to minimize tax liabilities and optimize tax planning strategies
  • IRA tax and distribution planning for optimal retirement income and tax efficiency
  • Effective estate planning techniques to secure your legacy and keep your assets within your family bloodline
  • Plan your estate properly though the use of wills, trusts, and tax reduction strategies
 

This course is tailored for individuals in retirement or nearing retirement who aspire to enhance their financial literacy and take control of their financial future with confidence.

Materials are included in program tuition.

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Financial and Estate Planning in Retirement

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Contact

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Robert Munoz

Program Coordinator
(561) 297-2571chevron_right
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Email

RMunoz@fau.educhevron_right

College of Business: Executive Education

The Florida Atlantic University's College of Business offers executive education degrees and professional development for professionals who want to master their management skills and advance their careers in today's competitive marketplace. We also offer corporate and customized programs for organizations seeking to raise their employees to new levels of leadership and innovation.

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Executive Education

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College of Business
777 Glades Road, Building 103
Boca Raton, FL 33431
call (561) 297-6000
mail ExecEdAdmissions@fau.edu

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