This course examines the issues that affect financial needs at retirement – in particular, inflation and taxation. Various vehicles for saving for retirement are considered, including both private and employer-sponsored pension plans. The course also examines methods of accessing savings at retirement. Estate planning looks at ways to ensure that estate assets are distributed both in accordance with the wishes of the testator and the needs of the beneficiaries. This course is strongly recommended for students who wish to plan for their financial futures as well as those who are considering careers in financial planning, including pursuit of the CFP designation.
If you need an outline from an
earlier
semester, please use this form to contact us. Outlines for current and
future
courses will be posted here on the website as they become available.
