Financial and Retirement Strategy Series (FRSS)
Choose from our four financial-based programs and discover financial strategies, investment approaches, and fundamentals in managing estate planning.
Click on tabs at the top for the course description for each program.
- Financial Strategies for Successful Retirement
- 10-contact hour program (four sessions)
- Helps you prepare for a financially secure retirement
- Estate Planning
- 3-hour workshop (two sessions)
- Learn estate distribution techniques and benefits
- Tax Strategies
- 2-hour workshop (one session)
- Learn Tax-favored investing and saving strategies
- Turbulent Times: Investment Fundamentals
- 3-hour workshop (two sessions)
- Develop essential investments to help you thrive in uncertain times
Who should enroll: The material is relevant to people in the early stages of retirement planning, those who are close to retirement and those who want to better understand how to start planning for retirement.
Instructional Format: All four courses are instructor led meeting face-to-face at various locations in Central Florida. Classroom sessions are conducted in an interactive discussion format.
Course Materials: Each course includes workbook material containing practical exercises and examples to evaluate your current financial options and help you develop new ones.
Questions? Please contact financialstrategies@ucf.edu
Click the "Program Page" tabs above for more course details or the "Registration" tab to enroll online.
Instructor Biographies
Chris Bordner was born and raised in Orlando, FL and is an Alumni of the University of Central Florida where he studied Electrical Engineering and played football for the Knights. Chris joined the Investment and Insurance industry in 1999. He holds numerous security licenses including Series 7, 63, 65, and 24 as well as a Life/Health/Variable Annuity license. In addition, he has obtained the profession designation of Accredited Asset Management Specialist (AAMS) through the College of Financial Planning. He owned and managed an investment firm for several years before joining Wealth Solutions of Central Florida, a MetLife office, as an Agency Director. Chris was ranked 10th out of 250 Agency Directors nationwide in 2005, before deciding to focus exclusively on serving his private clientele. His current practice specializes in creating and implementing personalized strategies and solutions for affluent individuals and business owners. Chris has a passion for teaching and helping others and he meets this need as an Instructor at the University of Central Florida. Chris has a passion for teaching individuals who seek information on how to achieve personal and financial success in retirement.
Craig Townsend has been a resident of Central Florida for over 40 years. Craig joined the investment and insurance industry in 1991 and holds security licenses including Series 7 and 63 as well as Life/Health/Variable Annuity and Property and Casualty licenses. Craig is a Certified Financial Planner and has also obtained the professional designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) through the American College. His current practice specializes in Financial Planning and Wealth Management creating and implementing personal strategies and solutions for individuals and business owners. Craig is a member of MDRT, NAIFA and SFSP. Currently, in addition to providing one-on-one financial planning assistance to his clientele, Craig offers workshops to student groups with Orange County Public Schools and Seminole Community College as well as a significant number of public and private employer entities throughout Central Florida.
Financial Strategies for Successful Retirement (FSSR) Program
Classroom Instruction on Money and Investment Management
Download our Flyer 
This recently updated and revised 10-contact hour course will show you how to prepare for a financially secure retirement. Find out how to potentially increase your investment returns and maximize your retirement income. Discover strategies to protect your assets from inflation, estate and income taxes, and erosion due to long-term health care needs. Explore exciting lifestyle options including travel, healthy living, working retirement and lifelong learning. Financial Strategies for Successful Retirement will provide you with the in-depth information you need to plan and enjoy a comfortable retirement.
You will learn how to:
- Select appropriate investments
- Diversify your assets
- Potentially maximize your income
- Use tax laws to your advantage
- Analyze retirement lifestyle options
- Create an estate plan
Workbook Materials: The course uses an illustrated, 204-page color workbook that is frequently updated to reflect the most current information available. It contains many practical exercises and examples, including stock tables, investment performance graphs, tax charts and compound interest calculators. Your workbook will help you learn key concepts discussed in class and will be a valuable reference tool for years to come.
Program Format: four sessions; 2.5 hours each; meeting from 6:00 p.m. – 8:30 p.m. [10 contact hours]
Course Fee: $79.00 (includes workbook materials)
12354 Research Pkwy Room 222
Orlando, FL 32826
For more program information or upcoming schedule details, email us at financialstrategies@ucf.edu
Click the "Registration" Tab to register online
Estate Planning and Wealth Transfer Workshop
Help Protect Your Estate from Taxes and Probate
Download our Flyer
Like many people, you may hope to leave a substantial legacy for your loved ones. But without proper planning and the appropriate financial strategies, you may not be able to protect your assets from the effects of estate taxes and probate. As a result, your estate may be settled in ways you did not intend, and your heirs may receive a diminished inheritance.
Join us for an educational workshop where you will learn:
- Calculating the value of your estate
- Benefits of estate conservation
- Intestacy and how it affects estate distribution
- Probate and how to avoid it
- Estimating your estate tax liability
- Strategies to help reduce estate taxes
- Estate distribution techniques, including wills and trusts
Workbook Materials: You will receive a full-color 20-page workbook on estate planning. This invaluable resource contains essential information, exercises, and questions that will help you assess your current situation and develop a strategy for preserving your assets.
Program Format: two sessions; 1.5 hours each; meeting from 6:30 p.m. - 8:00 p.m. [3 contact hours]
Course Fee: $39.00 includes workbook materials
12354 Research Pkwy Room 102
Orlando, FL 32826
For more program information or upcoming schedule details, email us at financialstrategies@ucf.edu
Click on the "Registration" tab to register online
Tax Strategies Workshop
Manage Your Taxes All Year Long
Download our Flyer
Every day we hear that taxpayers are frustrated with our current tax system. Many people feel that they pay too much in income taxes or that the tax code is too complex. Chances are, you are paying higher taxes than you have to. Did you know that there are tax strategies you can implement to help reduce your tax liability and keep more of your income?
We want to show you how to develop a sound tax strategy – one that helps you manage your taxes year-round, not just when you fill out your tax forms.
At this educational workshop you will learn:
- How income taxes work
- What your tax return says about you
- Tax-favored investing and saving strategies
- Tax planning opportunities
- Strategies for homeowners
Workbook Materials Included: You will receive a full-color 20-page workbook on tax strategies. This valuable resource contains a wealth of information – including exercises and questions that will help you assess your current situation and make sound financial decisions.
Program Format: one session; 2 hours; meeting from 6:30 p.m. - 8:30 p.m. [2 contact hours]
Course Fee: $29.00 (includes workbook materials)
Course Schedule Coming Soon!
For more program information or upcoming schedule details, email us at financialstrategies@ucf.edu
Click on the "Registration" Tab to register online
Turbulent Times: Investment Fundamentals Workshop
Discover sound financial strategies that may help you succeed
Download our Flyer
Come to an educational workshop and discover strategies that can enhance your potential for success in today's markets. We'll show you sound investment approaches that may help you thrive in uncertain times.
You will learn how to:
- Developing a sound financial strategy
- Choosing different types of investment vehicles to add diversification and strength to your portfolio
- Using fundamental investment tactics to enhance your potential for success
- Keeping expectations in check and preparing for the unexpected
Workbook Materials: You will receive a full-color, 20-page workbook packed with information, exercises, and questions that will help you evaluate your current financial options and help you develop new ones.
Program Format: two sessions; 1.5 hours each; meeting 6:30 p.m. - 8:00 p.m. [3 contact hours]
Course Fee: $39.00 (includes workbook materials)
For more program information or upcoming schedule details, email us at financialstrategies@ucf.edu
Click on the "Registration" tab to register online
Course Online Access Login
Click here to go to the online access login screen.
Please select the class section below and click on "Register Online" to enroll in the class.
09/11/2012
- 10/02/2012
06:00 PM
-
08:30 PM
Tuesday
1250 Hancock Road
Clermont, FL
Chris Bordner was born and raised in Orlando, FL and is an Alumni of the University of Central Florida where he studied Electrical Engineering and played football for the Knights. Chris joined the Investment and Insurance industry in 1999. He holds numerous security licenses including Series 7, 63, 65, and 24 as well as a Life/Health/Variable Annuity license. In addition, he has obtained the profession designation of Accredited Asset Management Specialist (AAMS) through the College of Financial Planning. He owned and managed an investment firm for several years before joining Wealth Solutions of Central Florida, a MetLife office, as an Agency Director. Chris was ranked 10th out of 250 Agency Directors nationwide in 2005, before deciding to focus exclusively on serving his private clientele. His current practice specializes in creating and implementing personalized strategies and solutions for affluent individuals and business owners. Chris has a passion for teaching and helping others and he meets this need as an Instructor at the University of Central Florida. Chris has a passion for teaching individuals who seek information on how to achieve personal and financial success in retirement.
Registration Fee
$79.00
Couple registration
$79.00
Register Online
Taken
In Cart
When dropping a course, cancellation/refund requests must be made in writing to the Continuing Education business office no later than five business days prior to beginning of the course. An administrative fee of 25% of total registration fees will be deducted, with a minimum administrative fee of $25 (whichever is greater). A substitute may attend the program in your place. If you do not attend the program and do not submit a refund request, the University will retain all fees. UCF Division of Continuing Education reserves the right to cancel any class if it does not meet minimum enrollment 3 business days prior to beginning of class.
09/11/2012
- 10/02/2012
06:00 PM
-
08:30 PM
Tuesday
12354 Research Pkwy
Orlando, FL 32816
Chris Bordner was born and raised in Orlando, FL and is an Alumni of the University of Central Florida where he studied Electrical Engineering and played football for the Knights. Chris joined the Investment and Insurance industry in 1999. He holds numerous security licenses including Series 7, 63, 65, and 24 as well as a Life/Health/Variable Annuity license. In addition, he has obtained the profession designation of Accredited Asset Management Specialist (AAMS) through the College of Financial Planning. He owned and managed an investment firm for several years before joining Wealth Solutions of Central Florida, a MetLife office, as an Agency Director. Chris was ranked 10th out of 250 Agency Directors nationwide in 2005, before deciding to focus exclusively on serving his private clientele. His current practice specializes in creating and implementing personalized strategies and solutions for affluent individuals and business owners. Chris has a passion for teaching and helping others and he meets this need as an Instructor at the University of Central Florida. Chris has a passion for teaching individuals who seek information on how to achieve personal and financial success in retirement.
Registration Fee
$79.00
Couple registration
$79.00
Register Online
Taken
In Cart
When dropping a course, cancellation/refund requests must be made in writing to the Continuing Education business office no later than five business days prior to beginning of the course. An administrative fee of 25% of total registration fees will be deducted, with a minimum administrative fee of $25 (whichever is greater). A substitute may attend the program in your place. If you do not attend the program and do not submit a refund request, the University will retain all fees. UCF Division of Continuing Education reserves the right to cancel any class if it does not meet minimum enrollment 3 business days prior to beginning of class.
09/13/2012
- 10/04/2012
06:00 PM
-
08:30 PM
Thursday
12354 Research Pkwy
Orlando, FL 32816
Chris Bordner was born and raised in Orlando, FL and is an Alumni of the University of Central Florida where he studied Electrical Engineering and played football for the Knights. Chris joined the Investment and Insurance industry in 1999. He holds numerous security licenses including Series 7, 63, 65, and 24 as well as a Life/Health/Variable Annuity license. In addition, he has obtained the profession designation of Accredited Asset Management Specialist (AAMS) through the College of Financial Planning. He owned and managed an investment firm for several years before joining Wealth Solutions of Central Florida, a MetLife office, as an Agency Director. Chris was ranked 10th out of 250 Agency Directors nationwide in 2005, before deciding to focus exclusively on serving his private clientele. His current practice specializes in creating and implementing personalized strategies and solutions for affluent individuals and business owners. Chris has a passion for teaching and helping others and he meets this need as an Instructor at the University of Central Florida. Chris has a passion for teaching individuals who seek information on how to achieve personal and financial success in retirement.
Registration Fee
$79.00
Couple registration
$79.00
Register Online
Taken
In Cart
When dropping a course, cancellation/refund requests must be made in writing to the Continuing Education business office no later than five business days prior to beginning of the course. An administrative fee of 25% of total registration fees will be deducted, with a minimum administrative fee of $25 (whichever is greater). A substitute may attend the program in your place. If you do not attend the program and do not submit a refund request, the University will retain all fees. UCF Division of Continuing Education reserves the right to cancel any class if it does not meet minimum enrollment 3 business days prior to beginning of class.
09/13/2012
- 10/04/2012
06:00 PM
-
08:30 PM
Thursday
1250 Hancock Road
Clermont, FL
Chris Bordner was born and raised in Orlando, FL and is an Alumni of the University of Central Florida where he studied Electrical Engineering and played football for the Knights. Chris joined the Investment and Insurance industry in 1999. He holds numerous security licenses including Series 7, 63, 65, and 24 as well as a Life/Health/Variable Annuity license. In addition, he has obtained the profession designation of Accredited Asset Management Specialist (AAMS) through the College of Financial Planning. He owned and managed an investment firm for several years before joining Wealth Solutions of Central Florida, a MetLife office, as an Agency Director. Chris was ranked 10th out of 250 Agency Directors nationwide in 2005, before deciding to focus exclusively on serving his private clientele. His current practice specializes in creating and implementing personalized strategies and solutions for affluent individuals and business owners. Chris has a passion for teaching and helping others and he meets this need as an Instructor at the University of Central Florida. Chris has a passion for teaching individuals who seek information on how to achieve personal and financial success in retirement.
Registration Fee
$79.00
Couple registration
$79.00
Register Online
Taken
In Cart
When dropping a course, cancellation/refund requests must be made in writing to the Continuing Education business office no later than five business days prior to beginning of the course. An administrative fee of 25% of total registration fees will be deducted, with a minimum administrative fee of $25 (whichever is greater). A substitute may attend the program in your place. If you do not attend the program and do not submit a refund request, the University will retain all fees. UCF Division of Continuing Education reserves the right to cancel any class if it does not meet minimum enrollment 3 business days prior to beginning of class.