2014-2015 Catalog

FINA 2320 Retirement Planning and Employee Benefits

4.5 - 0.0 - 4.5


(2) FINA 2200 and FINA 2210; or instructor approval

Course Description

This course emphasizes 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. NOTE: Lab fee covers assessment curriculum required by CFP board-certified courses.