Apr 30, 2024  
2020-2021 Southeastern University - Unrestricted Education Catalog 
    
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2020-2021 Southeastern University - Unrestricted Education Catalog [ARCHIVED CATALOG]

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FINC 5643 - EMPLOYEE BENEFITS AND RETIREMENT PLANNING

This course will cover the requisite material for the field of Financial Planning. Students will begin by being versed in different benefits plans including disability and cafeteria plans as well as business applications of the above. The course will then cover retirement planning issues including Government Social Security, Medicare and Medicaid plans. Students will be exposed to needs analysis, different types and characteristics of retirement plans, distribution options, ethical considerations, etc. At the end of this segment, students should be able to recommend suitable retirement and portfolio plans.

Prerequisites & Notes
Prerequisite: None

Credits: 3


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