Course Detail

Retirement Planning & Employee Benefits FP105

Tuition: $945
Dates: 5/13/19 - 7/22/19
Location: CAS-Coll of Arts/Sciences (725 Comm Ave) Boston, MA
Room Number: 204B
Instructor: Jurdi
Register:
Meeting Times:
  • Mon. May 13, 2019  6-9 PM
  • Mon. May 20, 2019  6-9 PM
  • Tues. May 28, 2019  6-9 PM
  • Mon. Jun 03, 2019  6-9 PM
  • Mon. Jun 10, 2019  6-9 PM
  • Mon. Jun 17, 2019  6-9 PM
  • Mon. Jun 24, 2019  6-9 PM
  • Mon. Jul 01, 2019  6-9 PM
  • Mon. Jul 08, 2019  6-9 PM
  • Mon. Jul 15, 2019  6-9 PM
  • Mon. Jul 22, 2019  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

  • REQUIRED: Dalton: Retirement Planning and Employee Benefits 14th edition ISBN: 978-1-946711-88-5 Money Education 888-295-6023 info@money-education.com

Please note that prices are subject to change.