Undergraduate Degrees, Majors and Concentrations

FINA3300 - Retirement and Estate Planning

Fall 2013

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

Important: Registration Information

Course Registration will occur in the Banner system. For information on how to register and planning tools to ensure that you're Ready to Register please visit:
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 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
Page 1 of 1
Credits: 3
Days: T R
Location: Moon
Room: Business School 205
Time: 02:00-03:15 pm
Instructor: Macphail
Session: 1 (08/26/2024 - 12/13/2024)
Term: Fall 2024
Prerequisite: FINA3000 3 Credits