Course Catalog

FINA3300 - Retirement and Estate Planning
Fall 2012

This course will focus on the fundamentals of retirement planning and estate planning. Students will be given detailed introduction to personal retirement plans and the tools available for helping clients attain retirement goals. This will require some discussion of Federal Income Tax law. Considerations and techniques for transferring wealth upon death will also be explained. Particular attention will be paid to the unified Federal Gift and Estate Tax laws.
Prerequisite: FINA3000
3 Credits

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Day Codes
 M  Monday
 T  Tuesday
 W  Wednesday
 R  Thursday
 F  Friday
 S  Saturday
 U  Sunday

Schedule Book for All Active and Available Future Terms, Course starting with FINA3300
FINA3300-A Retirement and Estate Planning
Full     Credits: 3 Days: T R
       Location: Moon Room: Business School 119
    Time: 12:30-01:45 pm Instructor: Beaves
    Session: 1 (01/08 - 04/28/18) Term: Spring 2018
            More Info!
      Prerequisite: FINA3000