Retirement Planning Institute is a Proud Athletic Sponsor of FAU Athletics
Retirement Planning Institute of America is a non-profit organization, committed to providing quality retirement planning education to as many people as possible. All classes are presented in-person or via Zoom with a live instructor. See upcoming dates for in-person availability. Our instructors are registered financial advisors with years of experience.
Upcoming Course Dates & Times
Upon enrollment, please look for a Zoom link via email.
What can you expect from a Retirement Planning Institute Course?
This course aims to explore the broader perspective of retirement planning.
Retirement Planning Institute is dedicated to providing educational content. While it will delve into specific subjects like 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, and more, it will not focus on discussing specific financial products. An experienced financial expert will lead your class, enriching the learning process with real-world examples. The lecture format is designed to be interactive, promoting engagement and inviting attendees to ask questions, although participation is not mandatory.
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For any questions, call 954-360-8990
Your $38 tuition includes the ability to meet one-on-one with the course presenter during scheduled “Office Hours”. A one-on-one meeting is optional, but it does allow you to ask personal questions to the instructor as it relates to your financial situation. Many attendees have found that these office hours have helped them apply the course material to their situation and have found it to be one of the best parts of the course.
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Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by Florida Atlantic University is stated or implied. Retirement Planning institute is a paying sponsor of Florida Atlantic University Athletics. Insurance services offered separately through Global Wealth Retirement Planning, LLC.
This is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Global Wealth Management is not permitted to offer and no statement made during these workshops shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency.