Course Detail

Retirement Planning & Employee Benefits FP105

Tuition: $945
Dates: 9/18/17 - 12/4/17
Location: PSY-Psych Bldg (64 - 86 Cummington) Boston, MA
Room Number: 212
Instructor: Dean
Register:
Meeting Times:
  • Mon. Sep 18, 2017  6-9 PM
  • Mon. Sep 25, 2017  6-9 PM
  • Mon. Oct 02, 2017  6-9 PM
  • Mon. Oct 16, 2017  6-9 PM
  • Mon. Oct 23, 2017  6-9 PM
  • Mon. Oct 30, 2017  6-9 PM
  • Mon. Nov 06, 2017  6-9 PM
  • Mon. Nov 13, 2017  6-9 PM
  • Mon. Nov 20, 2017  6-9 PM
  • Mon. Nov 27, 2017  6-9 PM
  • Mon. Dec 04, 2017  6-9 PM

Course Description

This course covers retirement planning for individuals and business owners. Learn how to conduct a retirement needs analysis and the key factors that affect plan selection for business owners. Qualified and non-qualified retirement plans, their provisions and taxation, will be thoroughly examined in this course. Other topics include distribution rules, Social Security benefits, and regulatory considerations.

Who should attend

Recent college graduates, career changers, retirees, and financial services professionals.

Prerequisites

FP 101 Introduction to Financial Planning

Prerequisites

FP 101

Scheduling Details

  • Fall, Spring, Summer

Textbooks and Class Materials

  • Dalton - Retirement Planning and Employee Benefits, 12th Ed (Money Educ) (REQUIRED) CCH - 2014 Social Security Benefits Including Medicare, ISBN 978-0808037330 OPTIONAL

Please note that prices are subject to change.