MGMT X433.8

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.

Course

Approximate Tuition $960

Format Online Live

Duration 12 Weeks

Total Units 4

WINTER 2027

1/4/2027 - 3/28/2027

Weeks 12

Delivery Online Live

Fee $960

Status Open

Fee $960

Dates 1/4/2027 - 3/28/2027

Format Online Live

Reg# 00117

Event ID MGMT X433.8

Units 4

Quarter winter 2027

Class Schedule

Event	Date	Day	Start Time	End Time	Location	Room
Event Start	Date 1/4/2027	Day MON	Start Time	End Time	Location Online (Access Begins)	Room ---
Event Synchronous Meeting	Date 1/7/2027	Day THU	Start Time 07:00 PM (PT)	End Time 08:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 1/21/2027	Day THU	Start Time 07:00 PM (PT)	End Time 08:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 2/4/2027	Day THU	Start Time 07:00 PM (PT)	End Time 08:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 2/18/2027	Day THU	Start Time 07:00 PM (PT)	End Time 08:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 3/4/2027	Day THU	Start Time 07:00 PM (PT)	End Time 08:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 3/18/2027	Day THU	Start Time 07:00 PM (PT)	End Time 08:00 PM (PT)	Location Zoom	Room
Event End	Date 3/28/2027	Day SUN	Start Time	End Time	Location Online (Access Ends)	Room ---

Important Course Information

This course will host live sessions via Zoom. A device with audio and visual will be needed to participate. Synchronous sessions are highly encouraged for an interactive learning experience, but are optional. Sessions are recorded and available for viewing, allowing learners to engage with the content at their convenience.

Textbook Information for MGMT X433.8.

Required Textbook(s):

Retirement Planning

Book - ISBN: 9781957511337

Dalton 21st Money Education

Textbooks for your course may be purchased from any vendor or bookseller of your choice.

Meet Your Instructor(s)

Retirement Planning

WINTER 2027

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