Executive Education
Executive Financial and Estate Planning in Retirement
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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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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