Employment Benefits and Retirement Planning in Personal Financial Planning

This course provides theoretical and practical insights into the retirement planning process, an important component of personal financial planning, and includes methods to determine the adequacy of clients' retirement resources and income.

In addition, the various employee benefit and government programs that provide health care and retirement security are covered. Topics include tax deferred retirement plans (pension, profit sharing, 401(k), 403(b), 457, SEP, IRA, and other tax qualified plans) as well as employee stock options and rights, nonqualified deferred compensation, group health and life insurance, social security and medicare. Students are introduced to the fiduciary requirements of these plans and the taxation of benefits received as well as evaluation and selection from among the various plans covered.




[Former 6310]

Suggested Prerequisites :


Offering code Offering title
FPLN.X400 Personal Financial Planning, Survey
FPLN.X409 Applied Mathematics for Financial Planning

Sections :


Section Start Date Time Location Cost Instructor Name Full Schedule Enroll
FPLN.X411.(1) 1/25/2018 06:00 PM SANTA CLARA $ 720.00 Sadie M. Pourfathi View Enroll