Retirement & Estate Planning

Catalog description

This course offers undergraduates a foundational understanding of retirement planning, emphasizing employee benefits, estate planning, and trusts. It covers corporate pensions, IRAs, annuities, health insurance, and Social Security while also exploring estate planning essentials like wills, trusts, gifting, tax strategies, and fiduciary roles. Students will gain practical insights through lectures, case studies, and guest speakers, equipping them to guide informed decisions in retirement and estate planning.