Client Testimonial

M. Jayson Meyer
CEO, Synergy Billing M. Jayson Meyer

”The team from Nova Southeastern University came to Daytona Beach to meet with us, they listened to our needs and customized a program for our Synergy Leadership Academy. We found the program to be highly effective and very engaging. Our employees came away with a much higher level of self-awareness and a set of new skills that they could put to use right away. Nova Southeastern University really exceeded our expectations.”

Financial Strategies for Successful Retirement®

4 days  |  .
ON-SITE DISCOUNT CONTACT US

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.


Program Dates / Locations

While this course is not scheduled at this time, any of the executive education programs offered by the Hudson Center of Entrepreneurship and Executive Education (HCEEE) can be delivered to your organization either in our classroom or at your location. Please contact us for more information.

Program Fee

Fee of $150 includes tuition, instructional materials and certificate of completion

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.

Substitution, Cancellation, Fee and Transfer Policies

We realize that occasionally you need to cancel your registration. You can substitute another individual in your place at any time prior to the first day of a program.

If you wish to receive a credit toward a future program: we will allow you to transfer you registration to a future date of the same program you are enrolled in currently, provided we receive written notice two weeks prior to the start date of the class you are currently registered in. You are permitted to re-register only one time.

If you wish to receive a refund: written cancellations received 30 calendar days before a program begins will be issued a full refund, less a $150.00 processing fee; written cancellations received 6 to 29 calendar days prior to the start of a program will get 50 percent of the registration fee refunded. We apologize but we cannot provide a refund if we receive your written cancellation in five or fewer business days prior to the start of the program.

In the event of non-payment, the responsibility for any fees incurred in collecting the payment is the responsibility of the customer.

Fees and dates are subject to change without notice.


Contact Information

For additional program information, please contact us at:

Hudson Center of Entrepreneurship and Executive Education
H. Wayne Huizenga College of Business and Entrepreneurship
Nova Southeastern University
3301 College Avenue, Carl DeSantis Building, Suite 2088
Fort Lauderdale-Davie, FL 33314
Tel: 954.262.5161
Toll Free: 800.672.7223, ext. 25161
Fax: 954.262.3188
E-mail: execed@nova.edu

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