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.

Course Schedule

 CourseSectionCourse TitleMeeting InformationMeeting DatesInstructorsFee/Senior Cost FeeCEUsStatus

Winter; 2015

 CES2-1492910406Financial Estate Plan Intro04/13/15-04/27/15 LECTURE Monday 06:30PM - 08:30PM, Jeffress Center, Room 110, 3 Wks
New start/end dates
04/13/15-04/27/15W. Connell$69/ SA$55.20.6Open

** book required
* book and usb required

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