Course Detail

Retirement Planning & Employee Benefits FP105

Tuition: $895
Dates: 5/15/17 - 7/31/17
Location: CAS-Coll of Arts/Sciences (725 Comm Ave) Boston, MA
Room Number: 204B
Instructor: Jurdi
Register:
Meeting Times:
  • Mon. May 15, 2017  6-9 PM
  • Mon. May 22, 2017  6-9 PM
  • Mon. Jun 05, 2017  6-9 PM
  • Mon. Jun 12, 2017  6-9 PM
  • Mon. Jun 19, 2017  6-9 PM
  • Mon. Jun 26, 2017  6-9 PM
  • Mon. Jul 03, 2017  6-9 PM
  • Mon. Jul 10, 2017  6-9 PM
  • Mon. Jul 17, 2017  6-9 PM
  • Mon. Jul 24, 2017  6-9 PM
  • Mon. Jul 31, 2017  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, 11th Ed (Money Educ) (12th Ed. Available in May 2016) (REQUIRED) CCH - 2014 Social Security Benefits Including Medicare, ISBN 978-0808037330 OPTIONAL

Please note that prices are subject to change.