Florida Atlantic University – Boca Raton – Retirement Planning Course – 3/12/14

The Retirement Planning Course is a comprehensive personal finance course designed for those in the early stages of retirement or those about to retire. This course will walk you through difficult retirement decisions such as asset allocation, income planning & pitfalls to avoid. Course is based on recent academic research. You will receive financial tools to help you better understand risk, taxes, budgeting and estate planning.

This course is perfect for those individuals and couples between the ages of 45 and 75 that are looking for the answer of “What do to now?” It is also a perfect course for those concerned about our financial markets and wanting to prepare for the “next” recession. This course is for conservative investors looking for guidance based on academic research.

You Will Learn:

Optimal Asset Allocation in Retirement
Defining Core Priorities
How Money Affects Your Life
How to Develop an Income Plan
Sequence of Returns Risk
Questions to Ask a Potential Advisor
When to Take Social Security
3 Reasons Retirees Run Out of Money

Tuition Includes:

Financial House in Order Guidebook
Managing Your Money in Retirement Guide
Getting Your Estate in Order Guide
Personal Wealth Index Scores/Report
Social Security Analysis Report
Course Workbook and Essential Reports

Instructor:
Course Dates/Times:
Syllabus
Course Fee:$ $59.00 59.00
Course Location & Address:Map & Directions
Florida Atlantic University
777 Glades Rd, Building FA 94
Boca Raton, FL
33431

We are sorry but registration for this event is now closed.

Please contact us if you would like to know if spaces are still available.