FINA3300-A Retirement and Estate Planning (Fall 2018)
Course Details
Session, Dates: 1 (08/25/2018 - 12/15/2018)
Days: M W F
Time: 12:00 - 12:50 pm
Location: Moon Campus
Room: Hale Center 104
Seats Available: 3 Seats
Credits: 3
Course Description
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
Prerequisite: FINA3000
Course Materials
About the Instructor(s)
Robert G. Beaves, Ph.D.
beaves@rmu.edu
412-397-4200 phone
Massey Hall 205
Profile
Part-Time Faculty
Finance
beaves@rmu.edu
412-397-4200 phone
Massey Hall 205
Profile