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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

Applies Towards the Following Certificates

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Enroll Now - Select a section to enroll in

Section Title
Retirement Planning & Employee Benefits
Type
Lecture
Days
W
Time
6:00PM to 9:00PM
Dates
Jan 22, 2020 to Apr 01, 2020
Schedule and Location
Contact Hours
33.0
Delivery Options
Classroom  
Course Fee(s)
FP Tuition non-credit $945.00
Instructors
Reading List / Textbook

Dalton: Retirement Planning and Employee Benefits 15th edition
ISBN: 978-1-946711-88-5

Textbooks for the Center for Professional Education are available at the BU Bookstore, 910 Commonwealth Bookstore.  You can also order them online at https://bu.bncollege.com/shop/bu/home

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