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.
FP 101 Introduction to Financial Planning
Applies Towards the Following Certificates
- Certificate in Financial Planning : Financial Planning Certificate