FIN 445 - Retirement Planning

Institution:

Cleary University

Subject:

Description:

This course provides a good understanding of the retirement planning process. Students learn how to do a retirement needs analysis and help clients save enough for a comfortable retirement. Topics include social security, Medicare, and types of retirement plans and their tax implications. All topics are discussed using case studies, taking into consideration the changing legal, regulatory, and political environment.

Credits:

4.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.cleary.edu

Phone Number:

(800) 686-1883

Regional Accreditation:

North Central Association of Colleges and Schools

Calendar System:

Quarter

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