FINA 434 - Retirement Planning

Institution:

Franklin University

Subject:

Description:

4 cr hrs Prerequisite(s): Personal Financial Planning (FINA 430), Insurance and Financial Planning (FINA 432) and Income Taxation for Financial Planning (FINA 355) An introduction to retirement planning concepts, procedures and issues for individuals, businesses and business owners Topics include understanding and evaluating client retirement objectives, qualified and non-qualified retirement plans, tailoring retirement plans to client needs, funding retirement plans and investing plan assets, retirement planning for individual clients, post-retirement monetary needs, tax considerations in retirement planning, and retirement plan distributions

Credits:

4.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.franklin.edu

Phone Number:

(614) 797-4700

Regional Accreditation:

North Central Association of Colleges and Schools

Calendar System:

Trimester

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