FINA3300-A Retirement and Estate Planning    (Fall 2018)

Course Details
Course Description
About The Instructor(s)
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

About The Instructor(s)

Robert G. Beaves, Ph.D.

Professor of Finance
412-397-6391 phone
412-397-2172 fax
Massey Hall 212