Course Description

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.