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Course Description

This course covers the issues that affect financial needs at retirement-inflation and taxation. Various vehicles for savings for retirement are examined including both private and employer-sponsored. The course also examines ways to withdraw savings at retirement. Estate planning looks at ways to ensure that assets are distributed both in accordance with one's wishes and for the maximum benefit of one's heirs.

Requisites

Corequisite: CFIN 502 or AFF 502
Antirequisite: AFF 612

 

Relevant Programs

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Course Sections

Class Number
5322
Type
LEC
Dates
Jan 13, 2020 to Apr 18, 2020
Delivery Options
Online  
Compulsory Fees
Domestic Fee non-credit $571.00 Click here to get more information
International Fee non-credit $0.00 Click here to get more information
Class Number
5321
Type
LEC
Days
M
Time
6:30PM to 9:30PM
Dates
Jan 13, 2020 to Apr 13, 2020
Schedule
Contact Hours
39.0
Location
  • Downtown
Delivery Options
Classroom  
Compulsory Fees
Domestic Fee non-credit $571.00 Click here to get more information
International Fee non-credit $0.00 Click here to get more information
Class Number
1277
Type
LEC
Dates
May 04, 2020 to Jul 25, 2020
Delivery Options
Online  
Compulsory Fees
Domestic Fee non-credit $571.00 Click here to get more information
International Fee non-credit $0.00 Click here to get more information