Retirement & Benefits Planning (BUSN 310)

Term: 2018-2019 - SPRING

Faculty

Teddi Jo PaulsonShow MyInfo popup for Teddi Jo Paulson

tpaulson@uj.edu

Professional Designations:

CFP^®       Certified Financial Planner^®practitioner

ChFC®    Chartered Financial Consultant

MBA       Master in Business Administration 

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