Retirement and Estate Planning (FIN425 (UG18))

Term: Spring 2019 (UNDG)

Faculty

Michael Harry KinnenShow MyInfo popup for Michael Harry Kinnen

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Schedule

Thu, 7:45 PM - 9:15 PM (1/9/2019 - 4/30/2019) Location: MAIN (BUSB 103 - Hybrid Lecture)

Description

This course focuses on key components, legal requirements, and restrictions, related to effective retirement and estate planning. Specific topics are types of retirement plans, implementing gifts, trusts and life insurance as means of transferring assets after death, and regulatory and tax considerations within retirement and estate planning. Prerequisite: FIN 415. (3 units; Spring)