Session, Dates: 1 (01/14/2013 - 05/04/2013)

Days: T R

Time: 03:30 - 04:45 pm

Location: Moon Campus

Room: Business School 118

Seats Available: Course Full, Choose another

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

About The Instructor