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FINA3300 - Retirement and Estate Planning

Fall 2011

This course will focus on the fundamentals of retirement planning and estate planning. Students will be given detailed introduction to personal retirement plans and the tools available for helping clients attain retirement goals. This will require some discussion of Federal Income Tax law. Considerations and techniques for transferring wealth upon death will also be explained. Particular attention will be paid to the unified Federal Gift and Estate Tax laws.
Prerequisite: FINA3000
3 Credits

Important: Registration Information

Course Registration will occur in the Banner system. For information on how to register and planning tools to ensure that you're Ready to Register please visit:

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