FIN 356 Retirement Planning and Estate Planning

Retirement Planning and Estate Planning is designed to provide students with a strong and rigorous foundation in retirement planning and estate planning to begin preparation for a career as a professional in financial planning, accounting, or related fields. The purpose of this course is to educate future financial planners on how to help clients achieve four key outcomes: (1) financial independence, (2) financial security, (3) financial assets and income maximization across the life course, (4) application of estate planning methodologies and policies to financial planning. The course includes two modules: Module 1 - retirement planning covers three main topics: accumulations from retirement plans, types of retirement plans and retirement income sources, and distributions from retirement plans; Module 2 – Estate planning covers the estate planning process, probate process, estate taxes, and trusts.