FIN-423 Retirement Planning
This course examines financial planning for retirement and presents a comprehensive process for doing such a planning. Among the main topics covered are setting financial objectives for retirement, planning for adequate retirement income, social security and other governmental benefits, understanding qualified and non- qualified plans, pre- and post-retirement investment planning, planning for long-term care, and planning for incapacity.
Prerequisite
FIN 200
Offered
Spring Only