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May 12, 2008 - May 23, 2008
Spring Graduate Academic Inter-session
May 16, 2008 - May 29, 2008
High School Arts 2008

Institute for Estate and Financial Planning

The Institute for Estate and Financial Planning provides alumni and friends of The University of Tampa with independent, confidential and current information about general estate and financial planning.

The Institute's seminars present advice from independent experts and UT faculty on estate, tax, investment, insurance, long-term health care, general financial and retirement planning. Most programs are offered without cost or obligation.

Upcoming Seminars:


"Financial Strategies for a Successful Retirement"

Overview: Classroom instruction on retirement planning for people 45-67. The seminar will be presented by Michael J. Turrisi, CFP.

Session Descriptions:
  • Session 1: Financial Basics
  • Session 2: Retirement Income
  • Session 3: Investments
  • Session 4: Risk Management & Estate Planning
Dates:
  • Tuesdays: Sept. 23 and 30, Oct. 7 and 14, 2008
  • Wednesdays: Oct. 1, 8, 15, and 22, 2008
  • Thursdays: Sept. 25, Oct. 2, 9, and 16, 2008

Time: 6:30-9 p.m.

Location: Martinez Sports Center, Sword and Shield Room, UT Campus

Price: $89, includes all instructional materials and workbook.

"The Complete Financial Management Workshop"

Overview: Practical instruction on your finances. The seminar will be presented by Jack Beatty, CFP.

Session Descriptions:

  • Session 1: Cash Management & Risk Management
  • Session 2: Investment Management & Tax Planning
  • Session 3: Retirement Planning & Estate Conservation
Locations and Dates:

The University of Tampa - Riverside Center, Conference Room 213
Spring Session on Tuesdays: April 15, 22, 29
Fall Session on Tuesdays: Oct. 14, 21, 28

Palm Harbor Community Activity Center
Palm Harbor dates will be announced soon.

Time:
6:30-9 p.m.

Price: $50, includes all instructional materials, workbook, and a private, one-on-one consultation by the course instructor.

Space is limited for both seminars, and prior registration is required. To register or request additional information, contact the Office of Development and University Relations by telephone at (813) 253-6220, by fax at (813) 258-7798, or by e-mail at instituteregistration@ut.edu.