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Course Description

Provides working knowledge of retirement planning tools, terminology, and techniques, including the rules, regulations, and taxation of qualified and non-qualified plans: Pension, profit sharing, 401(k), SEP, IRA, and deferred compensation. Includes study of the basic characteristics of specific employee benefits such as group life insurance and group health coverage. The financial planning process will be emphasized in class discussion with illustrations from practical experience and actual case histories

Applies Towards the Following Certificates

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Section Title
Retirement & Employee Benefit
Type
Online, fixed date
Days
W
Time
6:00PM to 9:30PM
Dates
May 07, 2025 to Jun 25, 2025
Schedule and Location
Contact Hours
28.0
Location
  • Internet
Delivery Options
Instructor-Led  
Course Fee(s)
Tuition non-credit $1,000.00
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