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Overview

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

1. Planning for Retirement
2. Introduction to Retirement Plans
3. Defined Contribution Plans for the Private Sector
4. Defined Benefit Plans for the Private Sector
5. Retirement Plans for Nonprofit and Governmental Entities
6. Plan Design, Installation & Administration issues
7. Retirement Plan Distributions
8. Other Employee Benefits
9. 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	Included
$1,195	Instruction, College for Financial Planning course materials and testing fees for the College for Financial Planning's electronic competency examination

Location: UMBC Training Centers, South Campus, 1442 S. Rolling Road, Baltimore, MD 21227

• 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.