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 $800

Format Online Live

Duration 12 Weeks

Total Units 4

SUMMER 2026

6/22/2026 - 9/13/2026

Weeks 12

Delivery Online Live

Fee $800

Status Open

Fee $800

Dates 6/22/2026 - 9/13/2026

Format Online Live

Reg# 00168

Event ID MGMT X433.8

Units 4

Quarter summer 2026

Class Schedule

Event	Date	Day	Start Time	End Time	Location	Room
Event Start	Date 6/22/2026	Day MON	Start Time	End Time	Location Online (Access Begins)	Room ---
Event Synchronous Meeting	Date 6/25/2026	Day THU	Start Time 07:00 PM (PT)	End Time 08:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 7/9/2026	Day THU	Start Time 07:00 PM (PT)	End Time 08:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 7/23/2026	Day THU	Start Time 07:00 PM (PT)	End Time 08:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 8/6/2026	Day THU	Start Time 07:00 PM (PT)	End Time 08:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 8/20/2026	Day THU	Start Time 07:00 PM (PT)	End Time 08:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 9/3/2026	Day THU	Start Time 07:00 PM (PT)	End Time 08:00 PM (PT)	Location Zoom	Room
Event End	Date 9/13/2026	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 and Employee Benefits

Book - ISBN: 9781957511160

James Dalton 20 Money Education

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

Meet Your Instructor(s)

Retirement Planning

SUMMER 2026

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