Financial Strategies for Successful Retirement®

Program Description

This course focuses on how proper planning may help you prepare for a comfortable retirement; hear concepts that may help you handle your day-to-day finances and manage your investments; discover strategies to help protect your assets from inflation and potentially reduce estate and income taxes; explore exciting lifestyle options. Financial Strategies for Successful Retirement^® focuses on important financial issues and concerns you may face today and in the future.

Audience

The material is relevant to people who are nearing retirement, already retired, or beginning to develop a retirement plan and are interested in concepts and strategies that may help them make appropriate choices when confronted by investment alternatives, insurance coverage, health-care costs, tax-reduction methods and estate planning.

Delivery

Any of the executive education programs offered by the Hudson Center of Entrepreneurship and Executive Education (HCEEE) can be delivered to your organization at your location Please contact us for more information.

Program Fee

Program fee varies based on the size of your group and includes tuition, instructional materials and lunch. Please contact us for more information.

Instructors

Dustin Bezalel

Financial Services Professional with approximately 10 years progressive experience, holding positions that range from Financial Services Representative, Agency Sales Director, Managing Sales Director and culminating in Co-Founding Creative Financial Network, an independent financial risk management group.

Gil Daniel Cohen, LUTC, CHFC

Financial Services Professional with over 22 years progressive experience, holding positions that range from Advisor, Sales Manager, Territory Director, General Manager, Managing Director, managing Partner and culminating in Co-Founding Creative Financial Network, an independent financial risk management group.

Marshall Rosen, LUTC

Financial Services Professional with over 32 years progressive experience, holding positions that range from Advisor, Sales Manager, General Manager, Managing Director, and culminating in becoming a Partner and COO of Creative Financial Network, an independent financial risk management group. Marshall's goal is to provide families and business owners with assistance in building their financial freedom, with a special emphasis on retirement planning.

Course Customization

Using core programs, we can customize the material to fit your corporate training needs. With our extensive resources and program facilitators, we will design a program that is tailored to fit your specified objectives and requirements.

Contact Information

For additional program information, please contact us at:

Want more information about this program or any of our course offerings? Fill out the form below and an executive education enrollment counselor will respond to your message within the next 24-48 hours. Thank you for your interest in the executive education programs at NSU's Huizenga College of Business!