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Course Information

Retirement & Benefits Planning (BUSN 310)

Term: 2018-2019 - SPRING

Faculty

Teddi Jo Paulson

Professional Designations:

CFP®       Certified Financial Planner®practitioner

ChFC®    Chartered Financial Consultant

MBA       Master in Business Administration 

Schedule

Mon-Wed-Fri, 8:00 AM - 8:50 AM (1/7/2019 - 5/2/2019) Location: MAIN US 132

Description

This course examines and analyzes various benefit programs and retirement planning vehicles. Topics include customer needs analysis; individual plan characteristics; and the distribution, reporting, and taxation requirements specific to each plan type. The course focuses on strategies for integrating retirement planning and benefits into a sound overall personal financial plan. Prerequisite: Busn 301. Offered: Spring