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Financial Estate Plan Intro


CES2-1492


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Section Start Dates


Section NoStart Date
940405November 18, 2014

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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.




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* book and usb required
online class information

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