Course Detail

Retirement Planning & Employee Benefits FP105

Tuition: $945
Dates: 5/14/18 - 7/30/18
Location: Charles River Campus Boston, MA
Room Number: B?
Instructor: Jurdi
Register:
Meeting Times:
  • Mon. May 14, 2018  6-9 PM
  • Mon. May 21, 2018  6-9 PM
  • Mon. Jun 04, 2018  6-9 PM
  • Mon. Jun 11, 2018  6-9 PM
  • Mon. Jun 18, 2018  6-9 PM
  • Mon. Jun 25, 2018  6-9 PM
  • Mon. Jul 02, 2018  6-9 PM
  • Mon. Jul 09, 2018  6-9 PM
  • Mon. Jul 16, 2018  6-9 PM
  • Mon. Jul 23, 2018  6-9 PM
  • Mon. Jul 30, 2018  6-9 PM

Course Description

This course covers retirement planning for individuals and business owners. Learn how to conduct a retirement needs analysis and the key factors that affect plan selection for business owners. Qualified and non-qualified retirement plans, their provisions and taxation, will be thoroughly examined in this course. Other topics include distribution rules, Social Security benefits, and regulatory considerations.

Who should attend

Recent college graduates, career changers, retirees, and financial services professionals.

Prerequisites

FP 101 Introduction to Financial Planning

Prerequisites

FP 101

Scheduling Details

  • Fall, Spring, Summer

Textbooks and Class Materials

  • Dalton - Retirement Planning and Employee Benefits, 12th Ed (Money Educ) (REQUIRED) CCH - 2014 Social Security Benefits Including Medicare, ISBN 978-0808037330 OPTIONAL

Please note that prices are subject to change.