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Course Information

Retirement & Benefits Planning (BUSN 310)

Term: 2020-2021 - FALL

Faculty

Teddi Jo Paulson

Professional Designations:

CFP®       Certified Financial Planner®practitioner

ChFC®    Chartered Financial Consultant

MBA       Master in Business Administration 

Andrea M Twedt

Hello!

I was born and raised in Moorhead, MN. I left the Midwest to enjoy the sunshine in Phoenix, AZ for 12 years. I miss the AZ winters; I am not a big fan of the cold. However, most of my family lives in the Midwest, so family comes over weather. 😊  

I have a daughter, Kelsey, who works at Microsoft. A son, Jonah, who attends North Dakota State University. Most importantly, I have three beautiful grandchildren: Tatum – 8, Trystynn – 6, and Toni – 5. I am very blessed to have them living in Fargo. They have Nana's heart!

I recently got married to an amazing man. Not only did I gain a husband, but also two wonderful adult children, Ryan and Cassandra. 

I am a big sports fan! I am a die-hard Vikings fan. I also enjoy watching basketball, especially March Madness. I do not have the skill set to play these sports, but I do like to exercise often. During my free time in the summer, I like to be at the lake. In the winter, I like to travel anywhere warm.

I’ve been teaching communication in the classroom since 2003 and online since 2004. I love teaching and getting to know the students.

Along with teaching, I am the Director of Online Undergraduate Programs at UJ.

I look forward to getting to know you.

Andrea

 

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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