Financial Lifestyle Workshop
Financial Lifestyle Workshop
This course will address the following topics:
- INCOME PLANNING – Where will your paycheck come from if you stop working? How could the sequence of withdrawals cause you to earn less income? Discover answers to these questions.
- WEALTH MANAGEMENT – Gain insights into market trends, investment philosophies, and how volatility impacts retirement planning.
- TAX PLANNING – Explore the various taxes in retirement and proven methods to reduce or eliminate them.
- LEGAL DOCUMENTS – Ensure your estate is properly structured with wills, trusts, and other essential legal documents.
- HEALTH CARE & INSURANCE – Get informed on healthcare, Medicare, life insurance, and long-term care planning.
- SOCIAL SECURITY – Understand how the system works, upcoming potential changes, and the best strategies for electing benefits.
TUITION $24.99: Includes admission for you and a guest, plus a comprehensive course workbook.
Please register at https://flaedu.org/financial-lifestyle/ to reserve your seat.
Date and Time
Thursday Mar 19, 2026
6:30 PM - 8:30 PM EDT
Keiser University
West Palm Beach Campus
2085 Vista Pkwy, Room 105
West Palm Beach, FL 33411
(Please note that access to the campus is located off Jog Road).
Fees/Admission
TUITION $24.99: Includes admission for you and a guest, plus a comprehensive course workbook.
Seats are limited. We will contact you to confirm your registration. If we contact you 2X and are unable to confirm your registration, you will not be considered registered for the workshop
Website
Contact Information
Phone: (561) 906-4996
Send Email
Printed courtesy of www.pbnchamber.com/ – Contact the Palm Beach North Chamber of Commerce, Inc. for more information.
5520 PGA Boulevard, Suite 200, Palm Beach Gardens, FL 33418 – (561) 746-7111 – info@pbnchamber.com