Employment Benefits and Retirement Planning in Personal Financial Planning

Planning for a successful retirement calls for a thorough evaluation of wealth, goals, and resources. In this overview course you gain theoretical insights and practical skills for managing the retirement planning process, an important component of personal financial planning. Learn how to determine the adequacy of your clients’ retirement resources and income.

We will also discuss various employee benefit and government programs that provide retirement security. Topics include tax deferred retirement plans, pension, profit sharing, 401(k), 403(b), 457, SEP, IRA, and other tax qualified plans as well as nonqualified deferred compensation, and social security. 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]

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.(4) 6/26/2019 06:00 PM SANTA CLARA $720 Sadie M. Pourfathi Enroll