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

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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
1 Seat!     Credits: 3 Days: M W F
       Location: Moon Room: Business School 118
    Time: 11:45-12:35 pm Instructor: Beaves
    Session: 1 (08/24 - 12/12/15) Term: Fall 2015
            More Info!
      Prerequisite: FINA3000
FINA3300-A Retirement and Estate Planning
Full     Credits: 3 Days: T R
       Location: Moon Room:
    Time: 03:15-04:30 pm Instructor: Beaves
    Session: 1 (01/11 - 04/30/16) Term: Spring 2016
            More Info!
      Prerequisite: FINA3000