FIN 402 - Retirement Planning

Institution:

Commonwealth University of Pennsylvania

Subject:

Finance

Description:

Focuses on the importance of retirement planning, an evaluation of the clientn++s needs, an understanding of Social Security and Medicare and qualified and non-qualified retirement plans. Among other things, it investigates the use of employer-sponsored retirement plans and alternative investments in retirement planning, related taxation and legal implication to achieve client goals, and reviews many important financial planning techniques used to help clients build a financially secure retirement.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.commonwealthu.edu/

Phone Number:

(570) 389-4000

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

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