2020-2021 Catalog

TAX-879 Personal Financial Planning

Presents the legal, economic, cash flow, tax, investment and insurance ramifications of life and death. Emphasizes tools and techniques necessary to maximize benefits generated from net worth, cash flow, and employment, and minimize the loss resulting from unforeseen contingencies, death, and retirement. Students participate in class discussions and are required to submit a written financial plan for a hypothetical client.

Credits

3

Prerequisite

TAX-801 or approval of the MST Director

Offered

Spring Only