Robert Morris University

Economics

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


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Day Codes

	M		Monday
	T		Tuesday
	W		Wednesday
	R		Thursday
	F		Friday
	S		Saturday
	U		Sunday

Schedule Book for All Active and Available Future Terms, Course starting with FINA3300



FINA3300-A	Retirement and Estate Planning


15 Seats	Credits:	3	Days:	M W
	Location:	Moon	Room:
	Time:	04:40-05:55 pm	Instructor:	Beaves
	Session:	1 (08/25 - 12/13/14)	Term:	Fall 2014

	Prerequisite: FINA3000

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