BUAD 5033 - Retirement Planning

Institution:

SUNY College of Technology at Alfred

Subject:

Description:

This course provides an overview of the retirement planning process. It will describe the ongoing, systematic procedures a financial planner will utilize to assist a client in establishing meaningful retirement objectives and creating appropriate strategies. Topics will include employer sponsored retirement plans, Social Security, Medicaid, Medicare, post retirment health and quality of life issues, as well as investment, estate, and tax planning strategies.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.alfredstate.edu

Phone Number:

(800) 425-3733

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

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