FINC-524 Retirement Planning and Employee Benefits

The course focuses on analyzing client retirement needs, differentiating between retirement plans, evaluating the rules and tax implications of retirement plans, applying the Social Security system to the financial planning process, recommending retirement plans for businesses, and selecting suitable client investments. The course also covers regulatory considerations, distribution rules and taxation, retirement income and distribution strategies, education needs analysis and funding, and business succession planning. Throughout this course, the student will develop a comprehensive, biblical perspective of retirement.

Credits

3