FIN 386 - RETIREMENT AND ESTATE PLANNING

Institution:

Kutztown University of Pennsylvania

Subject:

Finance

Description:

This course focuses on the process of creating and executing a plan that enables an individual to maintain their desired standard of living in retirement. It also examines the process of developing a plan to distribute an individual's assets after death in a manner consistent with their wishes and the needs of their beneficiaries.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.kutztown.edu/

Phone Number:

(610) 683-4000

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

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