Retirement Planning & Employee Benefits (Module IV)
With more and more Americans expressing concern about how they can be financially comfortable in retirement, it's crucial to your business that you know how to serve their needs in this area. This course covers all the major retirement-related issues: retirement savings need analysis, qualified retirement plan design, Social Security, Medicare, and more. In addition, group life, health, and disability insurance; nonqualified deferred compensation; and other commonly provided employee benefits are examined.
Topics
- Planning for Retirement
- Introduction to Retirement Plans
- Defined Contribution Plans for the Private Sector
- Defined Benefit Plans for the Private Sector
- Retirement Plans for Nonprofit and Governmental Entities
- Plan Design, Installation & Administration issues
- Retirement Plan Distributions
- Other Employee Benefits
- Nonqualified Executive Benefit Plans
For more information about becoming a CERTIFIED FINANCIAL PLANNER Professional, please visit www.cfp.net.
Duration: 10 Weeks, 1 evening per week
Tuition: There are two tuition options for this program:
Option Tuition Included Option 1 $1,195* Instruction, College for Financial Planning course materials and testing fees for the College for Financial Planning's electronic competency examination Option 2 $1,345* Above plus the two additional required texts
Required Text: Retirement Planning & Employee Benefits for Financial Planners, current edition by Michael Dalton and Tax Facts on Insurance & Employee Benefits, current edition by Deborah Minor
Location: UMBC Training Centers, South Campus, 1442 S. Rolling Road, Baltimore, MD 21227
Date: March 25, 2008 – June 3, 2008 (Tuesday Evenings, 6:00 p.m. - 9:45 p.m. - no class on April 22)
*Register and pay for this class three weeks before it begins for a $50.00 discount.
Click here to download and complete the registration form to mail in or fax
Click here to request additional information or to be added to the interest list for this course.