FINA 2320 - Retirement Planning and Employee Benefits

4.5 Credits
Offered: Online

Students engage in the study of pertinent issues faced by those preparing for retirement. Such issues include income planning, Social Security, Medicare, long-term care insurance, distributions from retirement plans, housing and residence concerns, guardianships, conservatorships, durable powers of attorney, and living trusts. The course reviews employee benefits as they relate to the retirement planning process.

(CFP Board Approved Course Description)

Prerequisites: (2) FINA 2200 and FINA 2210 ; or instructor approval must be completed prior to taking this course.
Lec: 4.5 Lab: 0 Cr: 4.5

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