Retirement Planning for Families

Catalog description

The intent of the retirement planning course is to provide individuals with knowledge of both public and private retirement plans. The public plans include Social Security, Medicare, and Medicaid. The private plans include defined benefit and defined contribution plans and their regulatory provisions. The specifics of the various plans are analyzed as well as non-qualified deferred compensation plans. Finally, issues that individuals face in retirement, such as life-styles choices and medical issues are discussed. This course is one of the six courses designed to prepare students for the Certified Financial Planning Certificate. Permission of instructor required. Offered online only.