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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

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Section Title
Retirement Savings and Income Planning
Type
Online, fixed date
Days
T, Th
Time
6:00PM to 9:00PM
Dates
Mar 09, 2027 to Apr 27, 2027
Schedule and Location
View Details
Contact Hours
45.0
Location
  • Internet
Delivery Options
Instructor-Led  
Course Fee(s)
Tuition non-credit $1,075.00
CEUs
4.5 CEUs
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