Retirement Planning And Employee Benefits

Catalog description

This course inspects each step of assisting a client through the retirement planning process. Students will analyze products, retirement plans, tools, and practice strategies used by financial professionals to help individuals, families, and companies (e.g ., most commonly small business owners) choose and implement an effective retirement planning strategy. By the end of the course, students will be able to evaluate a client’s retirement needs and goals and create a plan that includes tax -efficient income d istributions, eldercare considerations, and social services. The course is aligned with the principal knowledge topics evaluated on the CFP Certification Examination.