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Course Description


 
Retirement Planning & Employee Benefits explores the nature and function of retirement plans and surveys the more common employee benefits companies offer today. The course outlines the various retirement plans available including government and private plans, pension plans, individual retirement accounts, and other qualified and non-qualified retirement plans. Students learn to determine a client’s eligibility to participate in a retirement plan, calculate a client’s tax deductible contribution limits, and calculate the taxation of retirement plan benefits upon distribution. The course includes a complete needs analysis to determine a client’s expected monetary needs and the associated cash flow required in a client’s retirement years. Students will recommend an appropriate plan of action including retirement plan options that achieve the client’s goals and objectives and compliment the client’s comprehensive financial plan.

Applies Towards the Following Certificates

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Section Title
Retirement Planning & Employee Benefits
Type
Discussion
Days
W
Time
6:00PM to 9:30PM
Dates
Jan 08, 2020 to Mar 18, 2020
Schedule and Location
Contact Hours
38.5
Location
Course Fee(s)
Priority Rate non-credit $775.00
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