Executive Education
Executive Financial and Estate Planning in Retirement
Elevate your career in finance today!
Financial & Estate Planning in Retirement
The Financial and Estate Planning in Retirement class at 糖心Vlog (糖心Vlog) 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:
Wed. / Oct. 7, 14 and 21, 2026 (Boca Raton Campus)
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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Executive Financial and Estate Planning in Retirement