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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
Sep 18, 2019 to Dec 04, 2019
Schedule and Location
Contact Hours
36.0
Course Fee(s)
FP Tuition non-credit $945.00
Instructors
Reading List / Textbook
Dalton: Retirement Planning and Employee Benefits 14th edition  
ISBN: 978-1-946711-88-5.  This book can be ordered from Money Education  888-295-6023  info@money-education.com
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