Retirement Planning
A required course in the Personal Financial Planning Certificate Program.
Learn the key components of a comprehensive retirement needs analysis. Stock options, non-qualified deferred compensation plans, non-pension-related benefits, tax favored corporate retirement plans, and non-corporate retirement plans will be explored.
SUMMER 2025
Class Schedule
| Event | Date | Day | Start Time | End Time | Location | Room |
|---|---|---|---|---|---|---|
| Event Start | Date 6/23/2025 | Day MON | Start Time | End Time | Location Online (Access Begins) | Room --- |
| Event Synchronous Meeting | Date 6/26/2025 | Day THU | Start Time 08:00 PM | End Time 09:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 7/10/2025 | Day THU | Start Time 08:00 PM | End Time 09:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 7/24/2025 | Day THU | Start Time 08:00 PM | End Time 09:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 8/7/2025 | Day THU | Start Time 08:00 PM | End Time 09:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 8/21/2025 | Day THU | Start Time 08:00 PM | End Time 09:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 9/4/2025 | Day THU | Start Time 08:00 PM | End Time 09:00 PM | Location Zoom | Room |
| Event End | Date 9/14/2025 | Day SUN | Start Time | End Time | Location Online (Access Ends) | Room --- |
Textbook Information for MGMT X433.8.
Required Textbook(s):
Meet Your Instructor(s)
Error
Course is already in progress.
You will be assessed a $25 late fee if you are enrolling one day after the course start date. You should work with the instructor to catch up on coursework.
Click OK if you still wish to enroll. Otherwise, click Cancel.