Class Details

Financial & Estate Planning: An Introduction


Course Description

It is never too early to plan for retirement. The future is full of unknowns. Control what you can. Learn the basic concepts of estate and insurance planning, financial planning and debt management. Gain an understanding of the important rules and regulations for annuities, IRAs, rollover options from company-sponsored plans, gifting and Social Security. Prerequisite: CES2 1488 Financial Markets & Securities: An Introduction or equivalent knowledge.

Course Schedule

 CourseSectionCourse TitleMeeting InformationMeeting DatesInstructorsFee/Senior Cost FeeCEUsStatus

Winter; 2022

 CES2-1492910405Financial Estate Plan Intro03/29/2022 - 04/12/2022 LEC Tuesday 06:30 PM-08:30 PM, Room BTC 200. 3 Wks
03/29/22 - 04/12/22A. Atrasz$69.00/ SA$55.200.60Open

** book required
* book and USB required
+ USB required
< required for Certificate of Photography